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Callan Capital’s Coinbase COIN Stock Holding History

Callan Capital’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
2025
Q1 		$215K Buy
1,247
+61
+5% +$14.8K 0.02% 342
2024
Q4 		$294K Sell
1,186
-82
-6% -$20.8K 0.02% 257
2024
Q3 		$226K Sell
1,268
-57
-4% -$11.4K 0.02% 316
2024
Q2 		$294K Buy
1,325
+555
+72% +$128K 0.02% 241
2024
Q1 		$204K Buy
+770
New +$139K 0.02% 277
2022
Q1 		– Sell
-1,000
Closed -$252K – 125
2021
Q4 		$252K Buy
+1,000
New +$291K 0.04% 118

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Callan Capital's COIN Position: Q1 2025 in Review

Callan Capital increased its Coinbase (COIN) stake by 5.1% in Q1 2025, buying an estimated $14.8K and bringing the position to 1,247 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #342.

Callan Capital first reported a position in COIN in Q4 2021 and has held it in 6 quarters since. The position peaked at $294K in Q4 2024. 998 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • Callan Capital held 1,247 shares of Coinbase worth $215K as of Q1 2025.
  • Callan Capital bought 61 Coinbase shares in Q1 2025, an estimated $14.8K.
  • Coinbase made up 0.02% of Callan Capital's portfolio in Q1 2025, its #342 holding.
  • Callan Capital first reported a position in Coinbase in Q4 2021 and has held it in 6 quarters since.
  • Callan Capital's Coinbase position peaked at $294K in Q4 2024.
  • 998 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.