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Amalgamated Bank’s Coastal Financial CCB Stock Holding History

Amalgamated Bank’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 		– Sell
-405
Closed -$46K – 1835
2025
Q4 		$46K Sell
405
-26
-6% -$2.84K ﹤0.01% 1854
2025
Q3 		$47K Hold
431
– – ﹤0.01% 1855
2025
Q2 		$42K Hold
431
– – ﹤0.01% 1865
2025
Q1 		$39K Buy
431
+65
+18% +$5.68K ﹤0.01% 1844
2024
Q4 		$31K Hold
366
– – ﹤0.01% 1969
2024
Q3 		$20K Hold
366
– – ﹤0.01% 2129
2024
Q2 		$17K Hold
366
– – ﹤0.01% 2187
2024
Q1 		$14K Sell
366
-1,168
-76% -$46.2K ﹤0.01% 2282
2023
Q4 		$68K Sell
1,534
-109
-7% -$4.5K ﹤0.01% 2125
2023
Q3 		$71K Hold
1,643
– – ﹤0.01% 2117
2023
Q2 		$62K Buy
1,643
+166
+11% +$5.93K ﹤0.01% 2233
2023
Q1 		$53K Sell
1,477
-202
-12% -$8.7K ﹤0.01% 2286
2022
Q4 		$80K Hold
1,679
– – ﹤0.01% 2223
2022
Q3 		$67K Buy
1,679
+25
+2% +$1.01K ﹤0.01% 2330
2022
Q2 		$63K Buy
1,654
+240
+17% +$9.64K ﹤0.01% 2364
2022
Q1 		$65K Buy
+1,414
New +$68.8K ﹤0.01% 2345

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amalgamated Bank's CCB Position: Q1 2026 in Review

Amalgamated Bank sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 405 shares — an estimated $46K sold.

Amalgamated Bank first reported a position in CCB in Q1 2022 and held it in 16 quarters. The position peaked at $80K in Q4 2022. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Amalgamated Bank reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 405 Coastal Financial shares in Q1 2026, an estimated $46K.
  • Amalgamated Bank first reported a position in Coastal Financial in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's Coastal Financial position peaked at $80K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.