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 		$804K Buy
5,500
+2,500
+83% +$451K ﹤0.01% 4609
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 $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. 1,117 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.
  • 1,117 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.