BIAS
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Beacon Investment Advisory Services’s Coinbase COIN Stock Holding History

Beacon Investment Advisory Services’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 		$5.12K Buy
35
+25
+250% +$4.51K ﹤0.01% 682
2026
Q1 		$1.75K Buy
+10
New +$1.97K ﹤0.01% 740

Other funds holding COIN

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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 Advisory Services's COIN Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Coinbase (COIN) stake by 250% in Q2 2026, buying an estimated $4.51K and bringing the position to 35 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Beacon Investment Advisory Services first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Beacon Investment Advisory Services held 35 shares of Coinbase worth $5.12K as of Q2 2026.
  • Beacon Investment Advisory Services bought 25 Coinbase shares in Q2 2026, an estimated $4.51K.
  • Coinbase made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #682 holding.
  • Beacon Investment Advisory Services first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.