Citadel Advisors
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Citadel Advisors’s Coastal Financial CCB Stock Holding History

Citadel Advisors’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 		$4.18M Buy
54,884
+51,964
+1,780% +$4.7M ﹤0.01% 4643
2025
Q4 		$335K Buy
+2,920
New +$319K ﹤0.01% 9895
2025
Q3 		– Sell
-9,413
Closed -$998K – 12850
2025
Q2 		$912K Buy
9,413
+4,979
+112% +$429K ﹤0.01% 7315
2025
Q1 		$401K Sell
4,434
-20,091
-82% -$1.76M ﹤0.01% 8966
2024
Q4 		$2.08M Sell
24,525
-11,575
-32% -$808K ﹤0.01% 5543
2024
Q3 		$1.95M Buy
36,100
+15,609
+76% +$782K ﹤0.01% 5587
2024
Q2 		$945K Sell
20,491
-10,270
-33% -$432K ﹤0.01% 6694
2024
Q1 		$1.2M Buy
30,761
+19,205
+166% +$760K ﹤0.01% 6562
2023
Q4 		$513K Buy
+11,556
New +$477K ﹤0.01% 8044
2023
Q3 		– Sell
-16,025
Closed -$603K – 14337
2023
Q2 		$603K Buy
16,025
+10,205
+175% +$364K ﹤0.01% 7523
2023
Q1 		$210K Sell
5,820
-6,528
-53% -$281K ﹤0.01% 10098
2022
Q4 		$587K Sell
12,348
-45,185
-79% -$2.09M ﹤0.01% 7908
2022
Q3 		$2.29M Buy
57,533
+38,695
+205% +$1.56M ﹤0.01% 5333
2022
Q2 		$718K Buy
18,838
+5,086
+37% +$204K ﹤0.01% 7802
2022
Q1 		$629K Buy
+13,752
New +$669K ﹤0.01% 8829

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

Citadel Advisors's CCB Position: Q1 2026 in Review

Citadel Advisors increased its Coastal Financial (CCB) stake by 1,780% in Q1 2026, buying an estimated $4.7M and bringing the position to 54,884 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #4643.

Citadel Advisors first reported a position in CCB in Q1 2022 and has held it in 15 quarters since. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Citadel Advisors held 54,884 shares of Coastal Financial worth $4.18M as of Q1 2026.
  • Citadel Advisors bought 51,964 Coastal Financial shares in Q1 2026, an estimated $4.7M.
  • Coastal Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4643 holding.
  • Citadel Advisors first reported a position in Coastal Financial in Q1 2022 and has held it in 15 quarters since.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.