LPL Financial
COIN icon

LPL Financial’s Coinbase COIN Stock Holding History

LPL Financial’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 		$49.3M Buy
337,563
+7,182
+2% +$1.3M 0.01% 1009
2026
Q1 		$57.7M Buy
330,381
+48,836
+17% +$9.61M 0.02% 849
2025
Q4 		$63.7M Sell
281,545
-20,822
-7% -$6.2M 0.02% 753
2025
Q3 		$102M Buy
302,367
+56,896
+23% +$19.3M 0.03% 513
2025
Q2 		$86M Buy
245,471
+38,806
+19% +$9.07M 0.03% 537
2025
Q1 		$35.6M Buy
206,665
+31,288
+18% +$7.58M 0.01% 847
2024
Q4 		$43.5M Buy
175,377
+46,612
+36% +$11.8M 0.02% 719
2024
Q3 		$22.9M Buy
128,765
+16,143
+14% +$3.23M 0.01% 977
2024
Q2 		$25M Buy
112,622
+11,240
+11% +$2.59M 0.01% 859
2024
Q1 		$26.9M Buy
101,382
+5,223
+5% +$940K 0.01% 804
2023
Q4 		$16.7M Buy
96,159
+7,140
+8% +$780K 0.01% 964
2023
Q3 		$6.68M Sell
89,019
-11,887
-12% -$1M ﹤0.01% 1425
2023
Q2 		$7.22M Sell
100,906
-9,089
-8% -$542K 0.01% 1345
2023
Q1 		$7.43M Sell
109,995
-3,939
-3% -$236K 0.01% 1263
2022
Q4 		$4.03M Sell
113,934
-30,413
-21% -$1.6M ﹤0.01% 1589
2022
Q3 		$9.31M Sell
144,347
-6,510
-4% -$455K 0.01% 998
2022
Q2 		$7.09M Buy
+150,857
New +$14.4M 0.01% 1159
2022
Q1 		– Sell
-178,732
Closed -$45.1M – 4218
2021
Q4 		$45.1M Buy
178,732
+49,815
+39% +$14.5M 0.04% 388
2021
Q3 		$29.3M Buy
128,917
+26,058
+25% +$6.41M 0.03% 484
2021
Q2 		$26.1M Buy
+102,859
New +$26.7M 0.03% 494

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
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

LPL Financial's COIN Position: Q2 2026 in Review

LPL Financial increased its Coinbase (COIN) stake by 2.2% in Q2 2026, buying an estimated $1.3M and bringing the position to 337,563 shares worth $49.3M. The position accounts for 0.01% of the portfolio, ranked #1009.

LPL Financial first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $102M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • LPL Financial held 337,563 shares of Coinbase worth $49.3M as of Q2 2026.
  • LPL Financial bought 7,182 Coinbase shares in Q2 2026, an estimated $1.3M.
  • Coinbase made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1009 holding.
  • LPL Financial first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • LPL Financial's Coinbase position peaked at $102M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.