WEG
COIN icon

World Equity Group’s Coinbase COIN Stock Holding History

World Equity Group’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Sell
2,209
-1,649
-43% -$298K 0.07% 296
2026
Q1 		$674K Buy
3,858
+2,028
+111% +$399K 0.17% 141
2025
Q4 		$414K Buy
1,830
+296
+19% +$88.2K 0.12% 195
2025
Q3 		$518K Buy
1,534
+199
+15% +$67.5K 0.12% 174
2025
Q2 		$468K Sell
1,335
-10
-0.7% -$2.34K 0.13% 165
2025
Q1 		$232K Buy
1,345
+35
+3% +$8.47K 0.07% 270
2024
Q4 		$325K Sell
1,310
-250
-16% -$63.5K 0.07% 252
2024
Q3 		$278K Buy
1,560
+285
+22% +$57.1K 0.1% 196
2024
Q2 		$283K Sell
1,275
-150
-11% -$34.5K 0.08% 213
2024
Q1 		$378K Buy
1,425
+69
+5% +$12.4K 0.08% 216
2023
Q4 		$236K Buy
+1,356
New +$148K 0.05% 292
2023
Q2 		– Sell
-1,456
Closed -$238K – 358
2023
Q1 		$238K Buy
+1,456
New +$87.2K 0.04% 424
2022
Q2 		– Sell
-1,530
Closed -$290K – 348
2022
Q1 		$290K Buy
+1,530
New +$299K 0.06% 277

Other funds holding COIN

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

World Equity Group's COIN Position: Q2 2026 in Review

World Equity Group reduced its Coinbase (COIN) stake by 43% in Q2 2026, selling an estimated $298K and leaving 2,209 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #296.

World Equity Group first reported a position in COIN in Q1 2022 and has held it in 13 quarters since. The position peaked at $674K in Q1 2026. 189 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • World Equity Group held 2,209 shares of Coinbase worth $323K as of Q2 2026.
  • World Equity Group sold 1,649 Coinbase shares in Q2 2026, an estimated $298K.
  • Coinbase made up 0.07% of World Equity Group's portfolio in Q2 2026, its #296 holding.
  • World Equity Group first reported a position in Coinbase in Q1 2022 and has held it in 13 quarters since.
  • World Equity Group's Coinbase position peaked at $674K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.