Ashton Thomas Private Wealth’s Coastal Financial CCB Stock Holding History

Ashton Thomas Private Wealth’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	$233K	Buy	3,056 +50	+2%	+$4.52K	0.01%	977
2025 Q4	$344K	Buy	3,006 +14	+0.5%	+$1.53K	0.01%	775
2025 Q3	$324K	Sell	2,992 -150	-5%	-$15.9K	0.01%	770
2025 Q2	$304K	Sell	3,142 -358	-10%	-$30.8K	0.01%	682
2025 Q1	$316K	Sell	3,500 -904	-21%	-$79K	0.01%	642
2024 Q4	$374K	Buy	+4,404	New	+$307K	0.01%	589
2023 Q4	–	Sell	-5,279	Closed	-$227K	–	587
2023 Q3	$227K	Buy	+5,279	New	+$229K	0.02%	521
2023 Q1	–	Sell	-5,279	Closed	-$251K	–	501
2022 Q4	$251K	Hold	5,279	–	–	0.02%	429
2022 Q3	$210K	Hold	5,279	–	–	0.02%	431
2022 Q2	$201K	Hold	5,279	–	–	0.02%	433
2022 Q1	$242K	Hold	5,279	–	–	0.02%	437
2021 Q4	$267K	Buy	+5,279	New	+$219K	0.03%	403

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

Ashton Thomas Private Wealth's CCB Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Coastal Financial (CCB) stake by 1.7% in Q1 2026, buying an estimated $4.52K and bringing the position to 3,056 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #977.

Ashton Thomas Private Wealth first reported a position in CCB in Q4 2021 and has held it in 12 quarters since. The position peaked at $374K in Q4 2024. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Ashton Thomas Private Wealth held 3,056 shares of Coastal Financial worth $233K as of Q1 2026.
Ashton Thomas Private Wealth bought 50 Coastal Financial shares in Q1 2026, an estimated $4.52K.
Coastal Financial made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #977 holding.
Ashton Thomas Private Wealth first reported a position in Coastal Financial in Q4 2021 and has held it in 12 quarters since.
Ashton Thomas Private Wealth's Coastal Financial position peaked at $374K in Q4 2024.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.