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Atria Investments’s Coastal Financial CCB Stock Holding History

Atria Investments’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
2025
Q3 		– Sell
-2,198
Closed -$213K – 2028
2025
Q2 		$213K Sell
2,198
-207
-9% -$17.8K ﹤0.01% 1892
2025
Q1 		$217K Buy
+2,405
New +$210K ﹤0.01% 1788

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atria Investments's CCB Position: Q3 2025 in Review

Atria Investments sold out of Coastal Financial (CCB) in Q3 2025, closing a stake of 2,198 shares — an estimated $213K sold.

Atria Investments first reported a position in CCB in Q1 2025 and held it in 2 quarters. The position peaked at $217K in Q1 2025. 186 funds tracked by Wall St. Rank hold CCB as of Q3 2025.

  • Atria Investments reported no remaining Coastal Financial position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 2,198 Coastal Financial shares in Q3 2025, an estimated $213K.
  • Atria Investments first reported a position in Coastal Financial in Q1 2025 and held it in 2 quarters.
  • Atria Investments's Coastal Financial position peaked at $217K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.