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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
Q2 		$397K Sell
2,714
-5
-0.2% -$903 0.33% 86
2026
Q1 		$475K Buy
+2,719
New +$535K 0.41% 82

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Worthington Financial Partners's COIN Position: Q2 2026 in Review

Worthington Financial Partners reduced its Coinbase (COIN) stake by 0.18% in Q2 2026, selling an estimated $903 and leaving 2,714 shares worth $397K. The position accounts for 0.33% of the portfolio, ranked #86.

Worthington Financial Partners first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $475K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Worthington Financial Partners held 2,714 shares of Coinbase worth $397K as of Q2 2026.
  • Worthington Financial Partners sold 5 Coinbase shares in Q2 2026, an estimated $903.
  • Coinbase made up 0.33% of Worthington Financial Partners's portfolio in Q2 2026, its #86 holding.
  • Worthington Financial Partners first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • Worthington Financial Partners's Coinbase position peaked at $475K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.