Capital Advisors Wealth Management’s Coastal Financial CCB Stock Holding History

Capital Advisors Wealth 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	$344K	Hold	4,514	–	–	0.05%	158
2025 Q4	$517K	Hold	4,514	–	–	0.07%	129
2025 Q3	$488K	Hold	4,514	–	–	0.07%	129
2025 Q2	$437K	Hold	4,514	–	–	0.07%	124
2025 Q1	$408K	Hold	4,514	–	–	0.07%	118
2024 Q4	$383K	Hold	4,514	–	–	0.07%	114
2024 Q3	$244K	Hold	4,514	–	–	0.04%	149
2024 Q2	$208K	Sell	4,514 -1,450	-24%	-$61K	0.04%	152
2024 Q1	$232K	Sell	5,964 -500	-8%	-$19.8K	0.05%	135
2023 Q4	$287K	Hold	6,464	–	–	0.07%	107
2023 Q3	$277K	Sell	6,464 -500	-7%	-$21.7K	0.07%	105
2023 Q2	$262K	Hold	6,964	–	–	0.07%	105
2023 Q1	$251K	Buy	+6,964	New	+$300K	0.07%	110

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Advisors Wealth Management's CCB Position: Q1 2026 in Review

Capital Advisors Wealth Management held its Coastal Financial (CCB) position steady in Q1 2026 at 4,514 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #158.

Capital Advisors Wealth Management first reported a position in CCB in Q1 2023 and has held it in 13 quarters since. The position peaked at $517K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Capital Advisors Wealth Management held 4,514 shares of Coastal Financial worth $344K as of Q1 2026.
Capital Advisors Wealth Management left its Coastal Financial share count unchanged in Q1 2026.
Coastal Financial made up 0.05% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #158 holding.
Capital Advisors Wealth Management first reported a position in Coastal Financial in Q1 2023 and has held it in 13 quarters since.
Capital Advisors Wealth Management's Coastal Financial position peaked at $517K in Q4 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.