Aigen Investment Management’s Coastal Financial CCB Stock Holding History

Aigen Investment Management’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	$239K	Buy	+3,078	New	+$231K	0.07%	379

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aigen Investment Management's CCB Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Coastal Financial (CCB) in Q2 2026: 3,078 shares worth $239K. The stake represents 0.07% of the portfolio and ranks #379 among its holdings.

195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Aigen Investment Management held 3,078 shares of Coastal Financial worth $239K as of Q2 2026.
Coastal Financial was a new Aigen Investment Management position in Q2 2026.
Coastal Financial made up 0.07% of Aigen Investment Management's portfolio in Q2 2026, its #379 holding.
195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.