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Beacon Investment Advisors’s Coinbase COIN Stock Holding History

Beacon Investment Advisors’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 		$414K Hold
2,371
– – 0.16% 121
2025
Q4 		$536K Sell
2,371
-2,740
-54% -$816K 0.22% 99
2025
Q3 		$1.72M Hold
5,111
– – 0.71% 41
2025
Q2 		$1.81M Hold
5,111
– – 0.78% 34
2025
Q1 		$880K Hold
5,111
– – 0.42% 69
2024
Q4 		$1.27M Hold
5,111
– – 0.6% 52
2024
Q3 		$911K Hold
5,111
– – 0.43% 66
2024
Q2 		$1.14M Hold
5,111
– – 0.58% 54
2024
Q1 		$1.36M Buy
5,111
+2,740
+116% +$493K 0.77% 43
2023
Q4 		$412K Sell
2,371
-358
-13% -$39.1K 0.26% 88
2023
Q3 		$205K Buy
+2,729
New +$230K 0.15% 115

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

Beacon Investment Advisors's COIN Position: Q1 2026 in Review

Beacon Investment Advisors held its Coinbase (COIN) position steady in Q1 2026 at 2,371 shares worth $414K. The position accounts for 0.16% of the portfolio, ranked #121.

Beacon Investment Advisors first reported a position in COIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Beacon Investment Advisors held 2,371 shares of Coinbase worth $414K as of Q1 2026.
  • Beacon Investment Advisors left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up 0.16% of Beacon Investment Advisors's portfolio in Q1 2026, its #121 holding.
  • Beacon Investment Advisors first reported a position in Coinbase in Q3 2023 and has held it in 11 quarters since.
  • Beacon Investment Advisors's Coinbase position peaked at $1.81M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.