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
Q1 		$524K Buy
3,000
+500
+20% +$98.4K ﹤0.01% 4717
2025
Q4 		$565K Hold
2,500
– – ﹤0.01% 4603
2025
Q3 		$844K Buy
+2,500
New +$848K ﹤0.01% 4158

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

LPL Financial's COIN Position: Q1 2026 in Review

LPL Financial increased its Coinbase (COIN) stake by 17% in Q1 2026, buying an estimated $9.61M and bringing the position to 330,381 shares worth $57.7M. The position accounts for 0.02% of the portfolio, ranked #849.

LPL Financial first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $102M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • LPL Financial held 330,381 shares of Coinbase worth $57.7M as of Q1 2026.
  • LPL Financial bought 48,836 Coinbase shares in Q1 2026, an estimated $9.61M.
  • Coinbase made up 0.02% of LPL Financial's portfolio in Q1 2026, its #849 holding.
  • LPL Financial first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • LPL Financial's Coinbase position peaked at $102M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.