Ameritas Investment Partners’s Coastal Financial CCB Stock Holding History

Ameritas Investment Partners’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	$82K	Hold	1,078	–	–	﹤0.01%	1802
2025 Q4	$124K	Hold	1,078	–	–	﹤0.01%	1571
2025 Q3	$117K	Sell	1,078 -188	-15%	-$19.9K	﹤0.01%	1592
2025 Q2	$123K	Hold	1,266	–	–	﹤0.01%	1609
2025 Q1	$114K	Buy	1,266 +190	+18%	+$16.6K	﹤0.01%	1609
2024 Q4	$91.4K	Hold	1,076	–	–	﹤0.01%	1833
2024 Q3	$58.1K	Hold	1,076	–	–	﹤0.01%	2099
2024 Q2	$49.6K	Hold	1,076	–	–	﹤0.01%	2145
2024 Q1	$41.8K	Hold	1,076	–	–	﹤0.01%	2249
2023 Q4	$47.8K	Hold	1,076	–	–	﹤0.01%	2192
2023 Q3	$46.2K	Buy	1,076 +336	+45%	+$14.6K	﹤0.01%	2150
2023 Q2	$27.9K	Hold	740	–	–	﹤0.01%	2378
2023 Q1	$26.6K	Hold	740	–	–	﹤0.01%	2341
2022 Q4	$32K	Hold	740	–	–	﹤0.01%	2327
2022 Q3	$29K	Hold	740	–	–	﹤0.01%	2316
2022 Q2	$28K	Hold	740	–	–	﹤0.01%	2354
2022 Q1	$34K	Hold	740	–	–	﹤0.01%	2275
2021 Q4	$37K	Buy	740 +210	+40%	+$8.7K	﹤0.01%	2315
2021 Q3	$17K	Hold	530	–	–	﹤0.01%	2767
2021 Q2	$15K	Hold	530	–	–	﹤0.01%	2846
2021 Q1	$14K	Hold	530	–	–	﹤0.01%	2707
2020 Q4	$11K	Hold	530	–	–	﹤0.01%	2737
2020 Q3	$6K	Hold	530	–	–	﹤0.01%	2911
2020 Q2	$8K	Hold	530	–	–	﹤0.01%	2808
2020 Q1	$6K	Hold	530	–	–	﹤0.01%	2739
2019 Q4	$9K	Hold	530	–	–	﹤0.01%	2763
2019 Q3	$8K	Hold	530	–	–	﹤0.01%	2803
2019 Q2	$8K	Hold	530	–	–	﹤0.01%	2855
2019 Q1	$9K	Hold	530	–	–	﹤0.01%	2725
2018 Q4	$8K	Hold	530	–	–	﹤0.01%	2737
2018 Q3	$9K	Buy	+530	New	+$8.77K	﹤0.01%	2857

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameritas Investment Partners's CCB Position: Q1 2026 in Review

Ameritas Investment Partners held its Coastal Financial (CCB) position steady in Q1 2026 at 1,078 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Ameritas Investment Partners first reported a position in CCB in Q3 2018 and has held it in 31 quarters since. The position peaked at $124K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Ameritas Investment Partners held 1,078 shares of Coastal Financial worth $82K as of Q1 2026.
Ameritas Investment Partners left its Coastal Financial share count unchanged in Q1 2026.
Coastal Financial made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1802 holding.
Ameritas Investment Partners first reported a position in Coastal Financial in Q3 2018 and has held it in 31 quarters since.
Ameritas Investment Partners's Coastal Financial position peaked at $124K in Q4 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.