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Lauterbach Financial Advisors’s Coinbase COIN Stock Holding History

Lauterbach Financial Advisors’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
Q1 		– Sell
-1,113
Closed -$252K – 80
2025
Q4 		$252K Hold
1,113
– – 0.12% 72
2025
Q3 		$376K Hold
1,113
– – 0.19% 59
2025
Q2 		$390K Buy
+1,113
New +$260K 0.21% 52
2025
Q1 		– Sell
-963
Closed -$239K – 74
2024
Q4 		$239K Buy
+963
New +$244K 0.15% 61
2024
Q2 		– Sell
-963
Closed -$255K – 66
2024
Q1 		$255K Buy
+963
New +$173K 0.17% 56

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lauterbach Financial Advisors's COIN Position: Q1 2026 in Review

Lauterbach Financial Advisors sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,113 shares — an estimated $252K sold.

Lauterbach Financial Advisors first reported a position in COIN in Q1 2024 and held it in 5 quarters. The position peaked at $390K in Q2 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Lauterbach Financial Advisors reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Lauterbach Financial Advisors sold 1,113 Coinbase shares in Q1 2026, an estimated $252K.
  • Lauterbach Financial Advisors first reported a position in Coinbase in Q1 2024 and held it in 5 quarters.
  • Lauterbach Financial Advisors's Coinbase position peaked at $390K in Q2 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.