Balyasny Asset Management
CCB icon

Balyasny Asset Management’s Coastal Financial CCB Stock Holding History

Balyasny Asset Management’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 		$1.83M Buy
24,095
+21,528
+839% +$1.95M ﹤0.01% 1822
2025
Q4 		$294K Buy
2,567
+357
+16% +$39K ﹤0.01% 2733
2025
Q3 		$239K Buy
2,210
+55
+3% +$5.83K ﹤0.01% 2664
2025
Q2 		$209K Buy
+2,155
New +$186K ﹤0.01% 2586

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
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management's CCB Position: Q1 2026 in Review

Balyasny Asset Management increased its Coastal Financial (CCB) stake by 839% in Q1 2026, buying an estimated $1.95M and bringing the position to 24,095 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Balyasny Asset Management first reported a position in CCB in Q2 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Balyasny Asset Management held 24,095 shares of Coastal Financial worth $1.83M as of Q1 2026.
  • Balyasny Asset Management bought 21,528 Coastal Financial shares in Q1 2026, an estimated $1.95M.
  • Coastal Financial made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1822 holding.
  • Balyasny Asset Management first reported a position in Coastal Financial in Q2 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.