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COIN icon

LRI Investments’s Coinbase COIN Stock Holding History

LRI Investments’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 		$731 Hold
5
– – ﹤0.01% 1447
2026
Q1 		$873 Buy
5
+3
+150% +$591 ﹤0.01% 1329
2025
Q4 		$452 Buy
+2
New +$596 ﹤0.01% 1320
2025
Q1 		– Sell
-17
Closed -$4.22K – 1219
2024
Q4 		$4.22K Buy
+17
New +$4.32K ﹤0.01% 973

Other funds holding COIN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

LRI Investments's COIN Position: Q2 2026 in Review

LRI Investments held its Coinbase (COIN) position steady in Q2 2026 at 5 shares worth $731. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

LRI Investments first reported a position in COIN in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.22K in Q4 2024. 420 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • LRI Investments held 5 shares of Coinbase worth $731 as of Q2 2026.
  • LRI Investments left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1447 holding.
  • LRI Investments first reported a position in Coinbase in Q4 2024 and has held it in 4 quarters since.
  • LRI Investments's Coinbase position peaked at $4.22K in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.