Barclays’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.35M | Buy |
30,874
+5,093
| +20% | +$460K | ﹤0.01% | 2244 |
|
|
2025
Q4 | $2.95M | Buy |
25,781
+5,920
| +30% | +$646K | ﹤0.01% | 2649 |
|
|
2025
Q3 | $2.15M | Sell |
19,861
-12,145
| -38% | -$1.29M | ﹤0.01% | 2838 |
|
|
2025
Q2 | $3.1M | Buy |
32,006
+6,648
| +26% | +$573K | ﹤0.01% | 2514 |
|
|
2025
Q1 | $2.29M | Sell |
25,358
-2,204
| -8% | -$193K | ﹤0.01% | 2527 |
|
|
2024
Q4 | $2.34M | Sell |
27,562
-4,242
| -13% | -$296K | ﹤0.01% | 2763 |
|
|
2024
Q3 | $1.72M | Buy |
31,804
+11,922
| +60% | +$598K | ﹤0.01% | 2976 |
|
|
2024
Q2 | $917K | Sell |
19,882
-6,063
| -23% | -$255K | ﹤0.01% | 2649 |
|
|
2024
Q1 | $1.01M | Sell |
25,945
-5,759
| -18% | -$228K | ﹤0.01% | 3111 |
|
|
2023
Q4 | $1.41M | Buy |
31,704
+14,879
| +88% | +$614K | ﹤0.01% | 3193 |
|
|
2023
Q3 | $722K | Buy |
16,825
+636
| +4% | +$27.6K | ﹤0.01% | 2562 |
|
|
2023
Q2 | $610K | Buy |
16,189
+4,537
| +39% | +$162K | ﹤0.01% | 2629 |
|
|
2023
Q1 | $420K | Buy |
11,652
+7,771
| +200% | +$335K | ﹤0.01% | 3386 |
|
|
2022
Q4 | $184K | Buy |
3,881
+748
| +24% | +$34.7K | ﹤0.01% | 3885 |
|
|
2022
Q3 | $125K | Buy |
3,133
+2,611
| +500% | +$105K | ﹤0.01% | 3435 |
|
|
2022
Q2 | $20K | Sell |
522
-1,129
| -68% | -$45.3K | ﹤0.01% | 4395 |
|
|
2022
Q1 | $76K | Sell |
1,651
-9,834
| -86% | -$478K | ﹤0.01% | 3915 |
|
|
2021
Q4 | $581K | Buy |
11,485
+7,618
| +197% | +$315K | ﹤0.01% | 3137 |
|
|
2021
Q3 | $123K | Buy |
3,867
+2,642
| +216% | +$78.7K | ﹤0.01% | 3823 |
|
|
2021
Q2 | $35K | Sell |
1,225
-6,372
| -84% | -$187K | ﹤0.01% | 4296 |
|
|
2021
Q1 | $199K | Sell |
7,597
-1,387
| -15% | -$34.3K | ﹤0.01% | 3702 |
|
|
2020
Q4 | $188K | Sell |
8,984
-1,218
| -12% | -$21.7K | ﹤0.01% | 3791 |
|
|
2020
Q3 | $125K | Sell |
10,202
-831
| -8% | -$11.5K | ﹤0.01% | 4127 |
|
|
2020
Q2 | $160K | Buy |
11,033
+2,411
| +28% | +$31.8K | ﹤0.01% | 4225 |
|
|
2020
Q1 | $91K | Sell |
8,622
-3,257
| -27% | -$50.9K | ﹤0.01% | 4865 |
|
|
2019
Q4 | $196K | Buy |
11,879
+7,143
| +151% | +$115K | ﹤0.01% | 5039 |
|
|
2019
Q3 | $72K | Sell |
4,736
-269
| -5% | -$4.09K | ﹤0.01% | 5713 |
|
|
2019
Q2 | $77K | Buy |
5,005
+2,866
| +134% | +$46.6K | ﹤0.01% | 5865 |
|
|
2019
Q1 | $36K | Buy |
2,139
+2,001
| +1,450% | +$31.6K | ﹤0.01% | 6084 |
|
|
2018
Q4 | $2K | Sell |
138
-2,361
| -94% | -$36.4K | ﹤0.01% | 6692 |
|
|
2018
Q3 | $43K | Buy |
+2,499
| New | +$41.3K | ﹤0.01% | 6161 |
|
Other funds holding CCB
ACL
VCM
CCPM
Barclays's CCB Position: Q1 2026 in Review
Barclays increased its Coastal Financial (CCB) stake by 20% in Q1 2026, buying an estimated $460K and bringing the position to 30,874 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2244.
Barclays first reported a position in CCB in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.1M in Q2 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.
- Barclays held 30,874 shares of Coastal Financial worth $2.35M as of Q1 2026.
- Barclays bought 5,093 Coastal Financial shares in Q1 2026, an estimated $460K.
- Coastal Financial made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #2244 holding.
- Barclays first reported a position in Coastal Financial in Q3 2018 and has held it in 31 quarters since.
- Barclays's Coastal Financial position peaked at $3.1M in Q2 2025.
- 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.
Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.