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Atwood & Palmer’s Coastal Financial CCB Stock Holding History

Atwood & Palmer’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 		$2.56K Hold
33
– – ﹤0.01% 428
2026
Q1 		$2.51K Hold
33
– – ﹤0.01% 432
2025
Q4 		$3.78K Buy
+33
New +$3.6K ﹤0.01% 423

Other funds holding CCB

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atwood & Palmer's CCB Position: Q2 2026 in Review

Atwood & Palmer held its Coastal Financial (CCB) position steady in Q2 2026 at 33 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Atwood & Palmer first reported a position in CCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.78K in Q4 2025. 16 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Atwood & Palmer held 33 shares of Coastal Financial worth $2.56K as of Q2 2026.
  • Atwood & Palmer left its Coastal Financial share count unchanged in Q2 2026.
  • Coastal Financial made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #428 holding.
  • Atwood & Palmer first reported a position in Coastal Financial in Q4 2025 and has held it in 3 quarters since.
  • Atwood & Palmer's Coastal Financial position peaked at $3.78K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.