WFP
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Worthington Financial Partners’s Coinbase COIN Stock Holding History

Worthington Financial Partners’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
Q3 		$512K Buy
2,746
+32
+1% +$5.43K 0.43% 79
2026
Q2 		$397K Sell
2,714
-5
-0.2% -$903 0.33% 86
2026
Q1 		$475K Buy
+2,719
New +$535K 0.41% 82

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Worthington Financial Partners's COIN Position: Q3 2026 in Review

Worthington Financial Partners increased its Coinbase (COIN) stake by 1.2% in Q3 2026, buying an estimated $5.43K and bringing the position to 2,746 shares worth $512K. The position accounts for 0.43% of the portfolio, ranked #79.

Worthington Financial Partners first reported a position in COIN in Q1 2026 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Worthington Financial Partners held 2,746 shares of Coinbase worth $512K as of Q3 2026.
  • Worthington Financial Partners bought 32 Coinbase shares in Q3 2026, an estimated $5.43K.
  • Coinbase made up 0.43% of Worthington Financial Partners's portfolio in Q3 2026, its #79 holding.
  • Worthington Financial Partners first reported a position in Coinbase in Q1 2026 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Worthington Financial Partners's 13F filing for Q3 2026, filed 13 Oct 2026.