CFO
COIN icon

Callan Family Office’s Coinbase COIN Stock Holding History

Callan Family Office’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 		$813K Sell
4,657
-2,172
-32% -$428K 0.02% 616
2025
Q4 		$1.54M Buy
6,829
+812
+13% +$242K 0.03% 423
2025
Q3 		$2.03M Buy
6,017
+843
+16% +$286K 0.06% 261
2025
Q2 		$1.81M Buy
5,174
+3,344
+183% +$782K 0.06% 285
2025
Q1 		$315K Buy
1,830
+76
+4% +$18.4K 0.02% 413
2024
Q4 		$436K Buy
+1,754
New +$445K 0.03% 400

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

Callan Family Office's COIN Position: Q1 2026 in Review

Callan Family Office reduced its Coinbase (COIN) stake by 32% in Q1 2026, selling an estimated $428K and leaving 4,657 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #616.

Callan Family Office first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.03M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Callan Family Office held 4,657 shares of Coinbase worth $813K as of Q1 2026.
  • Callan Family Office sold 2,172 Coinbase shares in Q1 2026, an estimated $428K.
  • Coinbase made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #616 holding.
  • Callan Family Office first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Coinbase position peaked at $2.03M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.