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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
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

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VCM
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CCPM
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American Century Companies
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Fidelity Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arax Advisory Partners's CCB Position: Q1 2026 in Review

Arax Advisory Partners sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 92 shares — an estimated $10.5K sold.

Arax Advisory Partners first reported a position in CCB in Q2 2024 and held it in 5 quarters. The position peaked at $14.3K in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Arax Advisory Partners reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 92 Coastal Financial shares in Q1 2026, an estimated $10.5K.
  • Arax Advisory Partners first reported a position in Coastal Financial in Q2 2024 and held it in 5 quarters.
  • Arax Advisory Partners's Coastal Financial position peaked at $14.3K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.