Amundi’s Coastal Financial CCB Stock Holding History

Amundi’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	–	Sell	-2,946	Closed	-$338K	–	2044
2025 Q4	$338K	Sell	2,946 -619	-17%	-$67.5K	﹤0.01%	1618
2025 Q3	$400K	Hold	3,565	–	–	﹤0.01%	1387
2025 Q2	$366K	Buy	+3,565	New	+$307K	﹤0.01%	1452

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

Amundi's CCB Position: Q1 2026 in Review

Amundi sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 2,946 shares — an estimated $338K sold.

Amundi first reported a position in CCB in Q2 2025 and held it in 3 quarters. The position peaked at $400K in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Amundi reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
Amundi sold 2,946 Coastal Financial shares in Q1 2026, an estimated $338K.
Amundi first reported a position in Coastal Financial in Q2 2025 and held it in 3 quarters.
Amundi's Coastal Financial position peaked at $400K in Q3 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Amundi's 13F filing for Q1 2026, filed 18 May 2026.