Allworth Financial’s Coastal Financial CCB Stock Holding History

Allworth Financial’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	$13.2K	Buy	174 +20	+13%	+$1.81K	﹤0.01%	3308
2025 Q4	$17.6K	Sell	154 -2	-1%	-$218	﹤0.01%	2899
2025 Q3	$16.9K	Buy	156 +7	+5%	+$742	﹤0.01%	2810
2025 Q2	$14.4K	Buy	149 +9	+6%	+$776	﹤0.01%	2715
2025 Q1	$12.4K	Buy	140 +13	+10%	+$1.14K	﹤0.01%	2333
2024 Q4	$10.6K	Sell	127 -3	-2%	-$209	﹤0.01%	2415
2024 Q3	$7.02K	Hold	130	–	–	﹤0.01%	2419
2024 Q2	$6.6K	Hold	130	–	–	﹤0.01%	2390
2024 Q1	$5.05K	Hold	130	–	–	﹤0.01%	2403
2023 Q4	$5.77K	Sell	130 -167	-56%	-$6.89K	﹤0.01%	2212
2023 Q3	$12.7K	Hold	297	–	–	﹤0.01%	1753
2023 Q2	$11.2K	Sell	297 -209	-41%	-$7.46K	﹤0.01%	1826
2023 Q1	$18.2K	Buy	+506	New	+$21.8K	﹤0.01%	1505

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

Allworth Financial's CCB Position: Q1 2026 in Review

Allworth Financial increased its Coastal Financial (CCB) stake by 13% in Q1 2026, buying an estimated $1.81K and bringing the position to 174 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

Allworth Financial first reported a position in CCB in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.2K in Q1 2023. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Allworth Financial held 174 shares of Coastal Financial worth $13.2K as of Q1 2026.
Allworth Financial bought 20 Coastal Financial shares in Q1 2026, an estimated $1.81K.
Coastal Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3308 holding.
Allworth Financial first reported a position in Coastal Financial in Q1 2023 and has held it in 13 quarters since.
Allworth Financial's Coastal Financial position peaked at $18.2K in Q1 2023.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.