Bank of America
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Bank of America’s Coastal Financial CCB Stock Holding History

Bank of America’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 		$6.59M Buy
86,657
+36,045
+71% +$3.26M ﹤0.01% 3260
2025
Q4 		$5.8M Sell
50,612
-15,067
-23% -$1.64M ﹤0.01% 3276
2025
Q3 		$7.1M Buy
65,679
+19,519
+42% +$2.07M ﹤0.01% 3658
2025
Q2 		$4.47M Buy
46,160
+4,871
+12% +$420K ﹤0.01% 4015
2025
Q1 		$3.73M Buy
41,289
+24,547
+147% +$2.15M ﹤0.01% 4110
2024
Q4 		$1.42M Buy
16,742
+1,478
+10% +$103K ﹤0.01% 4742
2024
Q3 		$824K Sell
15,264
-10
-0.1% -$501 ﹤0.01% 5183
2024
Q2 		$705K Buy
15,274
+4,430
+41% +$186K ﹤0.01% 5122
2024
Q1 		$422K Sell
10,844
-5,839
-35% -$231K ﹤0.01% 5451
2023
Q4 		$741K Buy
16,683
+11,196
+204% +$462K ﹤0.01% 5217
2023
Q3 		$235K Buy
5,487
+1,619
+42% +$70.3K ﹤0.01% 5807
2023
Q2 		$146K Sell
3,868
-1,114
-22% -$39.8K ﹤0.01% 6033
2023
Q1 		$179K Sell
4,982
-443
-8% -$19.1K ﹤0.01% 5982
2022
Q4 		$258K Sell
5,425
-640
-11% -$29.7K ﹤0.01% 5784
2022
Q3 		$241K Buy
6,065
+2,574
+74% +$104K ﹤0.01% 5870
2022
Q2 		$133K Sell
3,491
-4,376
-56% -$176K ﹤0.01% 6333
2022
Q1 		$359K Buy
7,867
+1,334
+20% +$64.9K ﹤0.01% 6055
2021
Q4 		$331K Buy
6,533
+4,797
+276% +$199K ﹤0.01% 6177
2021
Q3 		$55K Sell
1,736
-179
-9% -$5.33K ﹤0.01% 7000
2021
Q2 		$55K Sell
1,915
-9,301
-83% -$272K ﹤0.01% 6789
2021
Q1 		$294K Buy
11,216
+6,616
+144% +$164K ﹤0.01% 5765
2020
Q4 		$97K Buy
4,600
+2,128
+86% +$38K ﹤0.01% 6003
2020
Q3 		$31K Sell
2,472
-818
-25% -$11.3K ﹤0.01% 6177
2020
Q2 		$48K Buy
3,290
+974
+42% +$12.8K ﹤0.01% 5997
2020
Q1 		$24K Sell
2,316
-1,936
-46% -$30.3K ﹤0.01% 6113
2019
Q4 		$70K Buy
4,252
+577
+16% +$9.33K ﹤0.01% 6137
2019
Q3 		$56K Buy
3,675
+479
+15% +$7.29K ﹤0.01% 6276
2019
Q2 		$50K Buy
3,196
+856
+37% +$13.9K ﹤0.01% 6301
2019
Q1 		$40K Sell
2,340
-1,896
-45% -$29.9K ﹤0.01% 6274
2018
Q4 		$64K Buy
4,236
+1,621
+62% +$25K ﹤0.01% 6109
2018
Q3 		$44K Buy
+2,615
New +$43.3K ﹤0.01% 6267

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

Bank of America's CCB Position: Q1 2026 in Review

Bank of America increased its Coastal Financial (CCB) stake by 71% in Q1 2026, buying an estimated $3.26M and bringing the position to 86,657 shares worth $6.59M. The position accounts for ﹤0.01% of the portfolio, ranked #3260.

Bank of America first reported a position in CCB in Q3 2018 and has held it in 31 quarters since. The position peaked at $7.1M in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Bank of America held 86,657 shares of Coastal Financial worth $6.59M as of Q1 2026.
  • Bank of America bought 36,045 Coastal Financial shares in Q1 2026, an estimated $3.26M.
  • Coastal Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3260 holding.
  • Bank of America first reported a position in Coastal Financial in Q3 2018 and has held it in 31 quarters since.
  • Bank of America's Coastal Financial position peaked at $7.1M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.