Arcus Capital Partners’s Coastal Financial CCB Stock Holding History

Arcus Capital 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	$1.87M	Buy	24,182 +6,546	+37%	+$492K	0.78%	22
2026 Q1	$1.34M	Buy	17,636 +4,771	+37%	+$431K	0.48%	29
2025 Q4	$1.47M	Buy	12,865 +193	+2%	+$21.1K	0.53%	34
2025 Q3	$1.37M	Hold	12,672	–	–	0.6%	31
2025 Q2	$1.23M	Buy	12,672 +53	+0.4%	+$4.57K	0.53%	37
2025 Q1	$1.14M	Buy	+12,619	New	+$1.1M	0.46%	36
2024 Q4	–	Sell	-8,896	Closed	-$480K	–	112
2024 Q3	$480K	Buy	8,896 +700	+9%	+$35.1K	0.17%	71
2024 Q2	$378K	Buy	+8,196	New	+$345K	0.15%	79
2023 Q4	–	Sell	-5,200	Closed	-$223K	–	114
2023 Q3	$223K	Sell	5,200 -300	-5%	-$13K	0.07%	108
2023 Q2	$207K	Buy	+5,500	New	+$196K	0.06%	111

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

Arcus Capital Partners's CCB Position: Q2 2026 in Review

Arcus Capital Partners increased its Coastal Financial (CCB) stake by 37% in Q2 2026, buying an estimated $492K and bringing the position to 24,182 shares worth $1.87M. The position accounts for 0.78% of the portfolio, ranked #22.

Arcus Capital Partners first reported a position in CCB in Q2 2023 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Arcus Capital Partners held 24,182 shares of Coastal Financial worth $1.87M as of Q2 2026.
Arcus Capital Partners bought 6,546 Coastal Financial shares in Q2 2026, an estimated $492K.
Coastal Financial made up 0.78% of Arcus Capital Partners's portfolio in Q2 2026, its #22 holding.
Arcus Capital Partners first reported a position in Coastal Financial in Q2 2023 and has held it in 10 quarters since.
194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.