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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
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 $12.9B AUM 64.92% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM
ISS
Intesa Sanpaolo SpA. Turin, Italy $1.69B AUM
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Beacon Financial Advisory's ARKB Position: Q1 2026 in Review

Beacon Financial Advisory increased its ARK 21Shares Bitcoin ETF (ARKB) stake by 15% in Q1 2026, buying an estimated $67.9K and bringing the position to 20,808 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #238.

Beacon Financial Advisory first reported a position in ARKB in Q1 2024 and has held it in 9 quarters since. The position peaked at $622K in Q3 2025. 146 funds tracked by Wall St. Rank hold ARKB as of Q1 2026.

  • Beacon Financial Advisory held 20,808 shares of ARK 21Shares Bitcoin ETF worth $468K as of Q1 2026.
  • Beacon Financial Advisory bought 2,679 ARK 21Shares Bitcoin ETF shares in Q1 2026, an estimated $67.9K.
  • ARK 21Shares Bitcoin ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q1 2026, its #238 holding.
  • Beacon Financial Advisory first reported a position in ARK 21Shares Bitcoin ETF in Q1 2024 and has held it in 9 quarters since.
  • Beacon Financial Advisory's ARK 21Shares Bitcoin ETF position peaked at $622K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.