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AmeriFlex Group’s Coastal Financial CCB Stock Holding History

AmeriFlex Group’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 		$150K Hold
1,929
– – 0.06% 262
2026
Q1 		$147K Hold
1,929
– – 0.07% 218
2025
Q4 		$221K Sell
1,929
-1,929
-50% -$210K 0.11% 158
2025
Q3 		$417K Buy
3,858
+1,929
+100% +$204K 0.16% 120
2025
Q2 		$187K Hold
1,929
– – 0.1% 177
2025
Q1 		$174K Hold
1,929
– – 0.07% 251
2024
Q4 		$172K Buy
+1,929
New +$135K 0.08% 214

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

AmeriFlex Group's CCB Position: Q2 2026 in Review

AmeriFlex Group held its Coastal Financial (CCB) position steady in Q2 2026 at 1,929 shares worth $150K. The position accounts for 0.06% of the portfolio, ranked #262.

AmeriFlex Group first reported a position in CCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q3 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • AmeriFlex Group held 1,929 shares of Coastal Financial worth $150K as of Q2 2026.
  • AmeriFlex Group left its Coastal Financial share count unchanged in Q2 2026.
  • Coastal Financial made up 0.06% of AmeriFlex Group's portfolio in Q2 2026, its #262 holding.
  • AmeriFlex Group first reported a position in Coastal Financial in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Coastal Financial position peaked at $417K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.