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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
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 $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

AmeriFlex Group's CCB Position: Q1 2026 in Review

AmeriFlex Group held its Coastal Financial (CCB) position steady in Q1 2026 at 1,929 shares worth $147K. The position accounts for 0.07% of the portfolio, ranked #218.

AmeriFlex Group first reported a position in CCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $417K in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • AmeriFlex Group held 1,929 shares of Coastal Financial worth $147K as of Q1 2026.
  • AmeriFlex Group left its Coastal Financial share count unchanged in Q1 2026.
  • Coastal Financial made up 0.07% of AmeriFlex Group's portfolio in Q1 2026, its #218 holding.
  • AmeriFlex Group first reported a position in Coastal Financial in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Coastal Financial position peaked at $417K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.