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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
Q2 		$175K Sell
1,200
-1,000
-45% -$181K ﹤0.01% 1829
2026
Q1 		$384K Buy
+2,200
New +$433K ﹤0.01% 1408

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 Pointe Advisors's COIN Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Coinbase (COIN) stake by 59% in Q2 2026, selling an estimated $2.36M and leaving 9,166 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #912.

Beacon Pointe Advisors first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.41M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Beacon Pointe Advisors held 9,166 shares of Coinbase worth $1.34M as of Q2 2026.
  • Beacon Pointe Advisors sold 13,079 Coinbase shares in Q2 2026, an estimated $2.36M.
  • Coinbase made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #912 holding.
  • Beacon Pointe Advisors first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Coinbase position peaked at $4.41M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.