ASN
CCB icon

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
Q2 		– Sell
-5
Closed -$381 – 2553
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisory Services Network's CCB Position: Q2 2026 in Review

Advisory Services Network sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 5 shares — an estimated $381 sold.

Advisory Services Network first reported a position in CCB in Q4 2022 and held it in 3 quarters. The position peaked at $381 in Q1 2026. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Advisory Services Network reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 5 Coastal Financial shares in Q2 2026, an estimated $381.
  • Advisory Services Network first reported a position in Coastal Financial in Q4 2022 and held it in 3 quarters.
  • Advisory Services Network's Coastal Financial position peaked at $381 in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.