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Alberta Investment Management Corp (AIMCo)’s Coastal Financial CCB Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2025
Q2 		– Sell
-22,124
Closed -$2M – 632
2025
Q1 		$2M Buy
+22,124
New +$1.93M 0.01% 461

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American Century Companies
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Wellington Management Group
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WHG
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s CCB Position: Q2 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of Coastal Financial (CCB) in Q2 2025, closing a stake of 22,124 shares — an estimated $2M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in CCB in Q1 2025 and held it in 1 quarter. The position peaked at $2M in Q1 2025. 176 funds tracked by Wall St. Rank hold CCB as of Q2 2025.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Coastal Financial position as of Q2 2025 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 22,124 Coastal Financial shares in Q2 2025, an estimated $2M.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Coastal Financial in Q1 2025 and held it in 1 quarter.
  • Alberta Investment Management Corp (AIMCo)'s Coastal Financial position peaked at $2M in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2025, filed 8 Aug 2025.