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Beacon Pointe Advisors’s Coinbase COIN Stock Holding History

Beacon Pointe 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 		$3.88M Buy
22,245
+12,030
+118% +$2.37M 0.02% 535
2025
Q4 		$2.31M Sell
10,215
-2,860
-22% -$852K 0.02% 563
2025
Q3 		$4.41M Buy
13,075
+8,679
+197% +$2.94M 0.04% 384
2025
Q2 		$1.54M Buy
4,396
+500
+13% +$117K 0.02% 540
2025
Q1 		$671K Sell
3,896
-2,303
-37% -$558K 0.01% 749
2024
Q4 		$1.54M Sell
6,199
-857
-12% -$218K 0.02% 527
2024
Q3 		$1.26M Sell
7,056
-209
-3% -$41.9K 0.01% 568
2024
Q2 		$1.61M Sell
7,265
-91
-1% -$20.9K 0.02% 526
2024
Q1 		$1.95M Sell
7,356
-1,158
-14% -$208K 0.02% 504
2023
Q4 		$1.48M Buy
8,514
+1,850
+28% +$202K 0.02% 559
2023
Q3 		$500K Buy
6,664
+411
+7% +$34.6K 0.01% 877
2023
Q2 		$447K Sell
6,253
-314
-5% -$18.7K 0.01% 748
2023
Q1 		$444K Buy
6,567
+387
+6% +$23.2K 0.01% 804
2022
Q4 		$219K Buy
6,180
+2,487
+67% +$131K ﹤0.01% 968
2022
Q3 		$237K Buy
+3,693
New +$258K 0.01% 870
2022
Q2 		– Sell
-10,458
Closed -$1.99M – 1077
2022
Q1 		$1.99M Buy
10,458
+7,362
+238% +$1.44M 0.03% 449
2021
Q4 		$781K Sell
3,096
-5,871
-65% -$1.71M 0.02% 437
2021
Q3 		$2.04M Buy
8,967
+6,277
+233% +$1.55M 0.05% 282
2021
Q2 		$681K Buy
+2,690
New +$698K 0.02% 410

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 Pointe Advisors's COIN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Coinbase (COIN) stake by 118% in Q1 2026, buying an estimated $2.37M and bringing the position to 22,245 shares worth $3.88M. The position accounts for 0.02% of the portfolio, ranked #535.

Beacon Pointe Advisors first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.41M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Beacon Pointe Advisors held 22,245 shares of Coinbase worth $3.88M as of Q1 2026.
  • Beacon Pointe Advisors bought 12,030 Coinbase shares in Q1 2026, an estimated $2.37M.
  • Coinbase made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #535 holding.
  • Beacon Pointe Advisors first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Coinbase position peaked at $4.41M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.