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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
Q3 		– Sell
-35
Closed -$5.12K – 819
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

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Beacon Investment Advisory Services's COIN Position: Q3 2026 in Review

Beacon Investment Advisory Services sold out of Coinbase (COIN) in Q3 2026, closing a stake of 35 shares — an estimated $5.12K sold.

Beacon Investment Advisory Services first reported a position in COIN in Q1 2026 and held it in 2 quarters. The position peaked at $5.12K in Q2 2026. 62 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Beacon Investment Advisory Services reported no remaining Coinbase position as of Q3 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 35 Coinbase shares in Q3 2026, an estimated $5.12K.
  • Beacon Investment Advisory Services first reported a position in Coinbase in Q1 2026 and held it in 2 quarters.
  • Beacon Investment Advisory Services's Coinbase position peaked at $5.12K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.