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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
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% -$6.89K ﹤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
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

Allworth Financial's CCB Position: Q2 2026 in Review

Allworth Financial reduced its Coastal Financial (CCB) stake by 25% in Q2 2026, selling an estimated $3.31K and leaving 130 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3708.

Allworth Financial first reported a position in CCB in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.2K in Q1 2023. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Allworth Financial held 130 shares of Coastal Financial worth $10.1K as of Q2 2026.
  • Allworth Financial sold 44 Coastal Financial shares in Q2 2026, an estimated $3.31K.
  • Coastal Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3708 holding.
  • Allworth Financial first reported a position in Coastal Financial in Q1 2023 and has held it in 14 quarters since.
  • Allworth Financial's Coastal Financial position peaked at $18.2K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.