Avion Wealth’s Coastal Financial CCB Stock Holding History

Avion 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
2025 Q3	–	Sell	-6	Closed	–	–	1242
2025 Q2	$0	Buy	+6	New	+$517	﹤0.01%	1215

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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avion Wealth's CCB Position: Q3 2025 in Review

Avion Wealth sold out of Coastal Financial (CCB) in Q3 2025, closing a stake of 6 shares.

Avion Wealth first reported a position in CCB in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 186 funds tracked by Wall St. Rank hold CCB as of Q3 2025.

Avion Wealth reported no remaining Coastal Financial position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 6 Coastal Financial shares in Q3 2025.
Avion Wealth first reported a position in Coastal Financial in Q2 2025 and held it in 1 quarter.
Avion Wealth's Coastal Financial position peaked at $0 in Q2 2025.
186 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.