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Beacon Financial Advisory’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Beacon Financial Advisory’s Portfolio ARKB Stock Details ARKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$414K Buy
21,257
+449
+2% +$10.7K 0.08% 277
2026
Q1 		$468K Buy
20,808
+2,679
+15% +$67.9K 0.11% 238
2025
Q4 		$526K Buy
18,129
+1,775
+11% +$59K 0.12% 208
2025
Q3 		$622K Buy
16,354
+121
+0.7% +$4.61K 0.14% 176
2025
Q2 		$581K Buy
16,233
+282
+2% +$9.24K 0.15% 180
2025
Q1 		$437K Buy
15,951
+552
+4% +$17.1K 0.13% 185
2024
Q4 		$479K Buy
15,399
+4,047
+36% +$112K 0.16% 168
2024
Q3 		$240K Buy
11,352
+24
+0.2% +$487 0.08% 254
2024
Q2 		$226K Hold
11,328
– – 0.08% 253
2024
Q1 		$268K Buy
+11,328
New +$207K 0.13% 193

Other funds holding ARKB

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Beacon Financial Advisory's ARKB Position: Q2 2026 in Review

Beacon Financial Advisory increased its ARK 21Shares Bitcoin ETF (ARKB) stake by 2.2% in Q2 2026, buying an estimated $10.7K and bringing the position to 21,257 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #277.

Beacon Financial Advisory first reported a position in ARKB in Q1 2024 and has held it in 10 quarters since. The position peaked at $622K in Q3 2025. 125 funds tracked by Wall St. Rank hold ARKB as of Q2 2026.

  • Beacon Financial Advisory held 21,257 shares of ARK 21Shares Bitcoin ETF worth $414K as of Q2 2026.
  • Beacon Financial Advisory bought 449 ARK 21Shares Bitcoin ETF shares in Q2 2026, an estimated $10.7K.
  • ARK 21Shares Bitcoin ETF made up 0.08% of Beacon Financial Advisory's portfolio in Q2 2026, its #277 holding.
  • Beacon Financial Advisory first reported a position in ARK 21Shares Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
  • Beacon Financial Advisory's ARK 21Shares Bitcoin ETF position peaked at $622K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.