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 Q3	$10.2K	Buy	131 +1	+0.8%	+$56	﹤0.01%	3831
2026 Q2	$10.1K	Sell	130 -44	-25%	-$3.31K	﹤0.01%	3708
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%	-$6.9K	﹤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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Allworth Financial's CCB Position: Q3 2026 in Review

Allworth Financial increased its Coastal Financial (CCB) stake by 0.77% in Q3 2026, buying an estimated $56 and bringing the position to 131 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3831.

Allworth Financial first reported a position in CCB in Q1 2023 and has held it in 15 quarters since. The position peaked at $18.2K in Q1 2023. 132 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

Allworth Financial held 131 shares of Coastal Financial worth $10.2K as of Q3 2026.
Allworth Financial bought 1 Coastal Financial share in Q3 2026, an estimated $56.
Coastal Financial made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #3831 holding.
Allworth Financial first reported a position in Coastal Financial in Q1 2023 and has held it in 15 quarters since.
Allworth Financial's Coastal Financial position peaked at $18.2K in Q1 2023.
132 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.