Superior Planning, LLC’s Coastal Financial CCB Stock Holding History

Superior Planning, LLC’s Portfolio CCB Stock Details CCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$200	Buy	+5	New	+$279	﹤0.01%	2028

Other funds holding CCB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JCSD Capital Walnut Creek, California $122M AUM 5.26% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return

Superior Planning, LLC's CCB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Coastal Financial (CCB) in Q3 2026: 5 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #2028 among its holdings.

97 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

Superior Planning, LLC held 5 shares of Coastal Financial worth $200 as of Q3 2026.
Coastal Financial was a new Superior Planning, LLC position in Q3 2026.
Coastal Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2028 holding.
97 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.