Arax Advisory Partners’s Coastal Financial CCB Stock Holding History

Arax Advisory 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 Q2	$4.5K	Buy	+58	New	+$4.36K	﹤0.01%	4627
2026 Q1	–	Sell	-92	Closed	-$10.5K	–	3873
2025 Q4	$10.5K	Sell	92 -40	-30%	-$4.36K	﹤0.01%	2441
2025 Q3	$14.3K	Buy	+132	New	+$14K	﹤0.01%	2435
2025 Q1	–	Sell	-91	Closed	-$7.73K	–	2723
2024 Q4	$7.73K	Hold	91	–	–	﹤0.01%	1574
2024 Q3	$4.91K	Hold	91	–	–	﹤0.01%	1718
2024 Q2	$4.2K	Buy	+91	New	+$3.83K	﹤0.01%	1669

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arax Advisory Partners's CCB Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Coastal Financial (CCB) in Q2 2026: 58 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #4627 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in CCB as recently as Q4 2025.

Arax Advisory Partners first reported a position in CCB in Q2 2024 and has held it in 6 quarters since. The position peaked at $14.3K in Q3 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Arax Advisory Partners held 58 shares of Coastal Financial worth $4.5K as of Q2 2026.
Coastal Financial was a new Arax Advisory Partners position in Q2 2026.
Coastal Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4627 holding.
Arax Advisory Partners first reported a position in Coastal Financial in Q2 2024 and has held it in 6 quarters since.
Arax Advisory Partners's Coastal Financial position peaked at $14.3K in Q3 2025.
195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.