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Azora Capital LP’s Coastal Financial CCB Stock Holding History

Azora Capital LP’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 		$35.4M Sell
457,333
-201,284
-31% -$15.1M 1.49% 27
2026
Q1 		$50.1M Buy
658,617
+40,373
+7% +$3.65M 3.3% 11
2025
Q4 		$70.8M Buy
618,244
+27,224
+5% +$2.97M 4.46% 9
2025
Q3 		$63.9M Sell
591,020
-160,078
-21% -$17M 2.96% 12
2025
Q2 		$72.8M Buy
751,098
+156,956
+26% +$13.5M 3.29% 12
2025
Q1 		$53.7M Buy
594,142
+196,148
+49% +$17.1M 3.65% 10
2024
Q4 		$33.8M Buy
+397,994
New +$27.8M 1.52% 23

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Azora Capital LP's CCB Position: Q2 2026 in Review

Azora Capital LP reduced its Coastal Financial (CCB) stake by 31% in Q2 2026, selling an estimated $15.1M and leaving 457,333 shares worth $35.4M. The position accounts for 1.49% of the portfolio, ranked #27.

Azora Capital LP first reported a position in CCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.8M in Q2 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Azora Capital LP held 457,333 shares of Coastal Financial worth $35.4M as of Q2 2026.
  • Azora Capital LP sold 201,284 Coastal Financial shares in Q2 2026, an estimated $15.1M.
  • Coastal Financial made up 1.49% of Azora Capital LP's portfolio in Q2 2026, its #27 holding.
  • Azora Capital LP first reported a position in Coastal Financial in Q4 2024 and has held it in 7 quarters since.
  • Azora Capital LP's Coastal Financial position peaked at $72.8M in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

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