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
Q2 		– Sell
-17,000
Closed -$1.29M – 13772
2026
Q1 		$1.29M Sell
17,000
-4,600
-21% -$416K ﹤0.01% 7078
2025
Q4 		$2.48M Buy
21,600
+10,900
+102% +$1.19M ﹤0.01% 5525
2025
Q3 		$1.16M Buy
+10,700
New +$1.13M ﹤0.01% 7215

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors's CCB Position: Q2 2026 in Review

Citadel Advisors increased its Coastal Financial (CCB) stake by 329% in Q2 2026, buying an estimated $13.5M and bringing the position to 235,224 shares worth $18.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Citadel Advisors first reported a position in CCB in Q1 2022 and has held it in 16 quarters since. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Citadel Advisors held 235,224 shares of Coastal Financial worth $18.2M as of Q2 2026.
  • Citadel Advisors bought 180,340 Coastal Financial shares in Q2 2026, an estimated $13.5M.
  • Coastal Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #2708 holding.
  • Citadel Advisors first reported a position in Coastal Financial in Q1 2022 and has held it in 16 quarters since.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.