Ameriprise
CCB icon

Ameriprise’s Coastal Financial CCB Stock Holding History

Ameriprise’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 		$829K Sell
10,696
-1,052
-9% -$79K ﹤0.01% 3482
2026
Q1 		$894K Sell
11,748
-640
-5% -$57.8K ﹤0.01% 3348
2025
Q4 		$1.42M Buy
+12,388
New +$1.35M ﹤0.01% 3175
2025
Q3 		– Sell
-14,503
Closed -$1.4M – 4074
2025
Q2 		$1.4M Sell
14,503
-2,445
-14% -$211K ﹤0.01% 3120
2025
Q1 		$1.53M Sell
16,948
-13,880
-45% -$1.21M ﹤0.01% 3031
2024
Q4 		$2.62M Buy
30,828
+1,453
+5% +$101K ﹤0.01% 2775
2024
Q3 		$1.59M Hold
29,375
– – ﹤0.01% 3022
2024
Q2 		$1.36M Buy
29,375
+14,021
+91% +$590K ﹤0.01% 3028
2024
Q1 		$597K Sell
15,354
-430
-3% -$17K ﹤0.01% 3358
2023
Q4 		$701K Sell
15,784
-2,400
-13% -$99.1K ﹤0.01% 3329
2023
Q3 		$780K Buy
+18,184
New +$789K ﹤0.01% 3246

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

Ameriprise's CCB Position: Q2 2026 in Review

Ameriprise reduced its Coastal Financial (CCB) stake by 9% in Q2 2026, selling an estimated $79K and leaving 10,696 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

Ameriprise first reported a position in CCB in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q4 2024. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Ameriprise held 10,696 shares of Coastal Financial worth $829K as of Q2 2026.
  • Ameriprise sold 1,052 Coastal Financial shares in Q2 2026, an estimated $79K.
  • Coastal Financial made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3482 holding.
  • Ameriprise first reported a position in Coastal Financial in Q3 2023 and has held it in 11 quarters since.
  • Ameriprise's Coastal Financial position peaked at $2.62M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

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