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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
Q2 		$347K Hold
2,371
– – 0.11% 146
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 $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

Beacon Investment Advisors's COIN Position: Q2 2026 in Review

Beacon Investment Advisors held its Coinbase (COIN) position steady in Q2 2026 at 2,371 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #146.

Beacon Investment Advisors first reported a position in COIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Beacon Investment Advisors held 2,371 shares of Coinbase worth $347K as of Q2 2026.
  • Beacon Investment Advisors left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.11% of Beacon Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • Beacon Investment Advisors first reported a position in Coinbase in Q3 2023 and has held it in 12 quarters since.
  • Beacon Investment Advisors's Coinbase position peaked at $1.81M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.