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
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 $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

Ameriprise's CCB Position: Q1 2026 in Review

Ameriprise reduced its Coastal Financial (CCB) stake by 5.2% in Q1 2026, selling an estimated $57.8K and leaving 11,748 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

Ameriprise first reported a position in CCB in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.62M in Q4 2024. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Ameriprise held 11,748 shares of Coastal Financial worth $894K as of Q1 2026.
  • Ameriprise sold 640 Coastal Financial shares in Q1 2026, an estimated $57.8K.
  • Coastal Financial made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3348 holding.
  • Ameriprise first reported a position in Coastal Financial in Q3 2023 and has held it in 10 quarters since.
  • Ameriprise's Coastal Financial position peaked at $2.62M in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

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