Advisory Services Network’s Coastal Financial CCB Stock Holding History

Advisory Services Network’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 Q1	$381	Buy	+5	New	+$452	﹤0.01%	4465
2023 Q2	–	Sell	-5	Closed	-$180	–	1798
2023 Q1	$180	Hold	5	–	–	﹤0.01%	3860
2022 Q4	$238	Buy	+5	New	+$232	﹤0.01%	3829

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Services Network's CCB Position: Q1 2026 in Review

Advisory Services Network opened a new position in Coastal Financial (CCB) in Q1 2026: 5 shares worth $381. The stake represents ﹤0.01% of the portfolio and ranks #4465 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CCB as recently as Q1 2023.

Advisory Services Network first reported a position in CCB in Q4 2022 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Advisory Services Network held 5 shares of Coastal Financial worth $381 as of Q1 2026.
Coastal Financial was a new Advisory Services Network position in Q1 2026.
Coastal Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4465 holding.
Advisory Services Network first reported a position in Coastal Financial in Q4 2022 and has held it in 3 quarters since.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.