Citigroup’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 | $1.42M | Buy |
18,595
+4,482
| +32% | +$405K | ﹤0.01% | 2885 |
|
|
2025
Q4 | $1.62M | Sell |
14,113
-1,042
| -7% | -$114K | ﹤0.01% | 2800 |
|
|
2025
Q3 | $1.64M | Sell |
15,155
-1,933
| -11% | -$205K | ﹤0.01% | 2836 |
|
|
2025
Q2 | $1.66M | Sell |
17,088
-1,134
| -6% | -$97.7K | ﹤0.01% | 2807 |
|
|
2025
Q1 | $1.65M | Buy |
18,222
+1,946
| +12% | +$170K | ﹤0.01% | 2877 |
|
|
2024
Q4 | $1.38M | Buy |
16,276
+2,569
| +19% | +$179K | ﹤0.01% | 3109 |
|
|
2024
Q3 | $740K | Buy |
13,707
+1,994
| +17% | +$100K | ﹤0.01% | 3483 |
|
|
2024
Q2 | $540K | Buy |
11,713
+2,509
| +27% | +$106K | ﹤0.01% | 3347 |
|
|
2024
Q1 | $358K | Buy |
9,204
+1,237
| +16% | +$48.9K | ﹤0.01% | 3748 |
|
|
2023
Q4 | $354K | Buy |
7,967
+5,377
| +208% | +$222K | ﹤0.01% | 3629 |
|
|
2023
Q3 | $111K | Sell |
2,590
-6,100
| -70% | -$265K | ﹤0.01% | 3895 |
|
|
2023
Q2 | $327K | Buy |
8,690
+8,377
| +2,676% | +$299K | ﹤0.01% | 3638 |
|
|
2023
Q1 | $11.3K | Sell |
313
-76
| -20% | -$3.27K | ﹤0.01% | 4687 |
|
|
2022
Q4 | $18.5K | Buy |
389
+230
| +145% | +$10.7K | ﹤0.01% | 4627 |
|
|
2022
Q3 | $6K | Sell |
159
-518
| -77% | -$20.9K | ﹤0.01% | 5164 |
|
|
2022
Q2 | $26K | Buy |
677
+288
| +74% | +$11.6K | ﹤0.01% | 4853 |
|
|
2022
Q1 | $18K | Sell |
389
-1,853
| -83% | -$90.1K | ﹤0.01% | 5199 |
|
|
2021
Q4 | $113K | Buy |
2,242
+1,142
| +104% | +$47.3K | ﹤0.01% | 4666 |
|
|
2021
Q3 | $35K | Buy |
1,100
+650
| +144% | +$19.4K | ﹤0.01% | 4937 |
|
|
2021
Q2 | $13K | Sell |
450
-153
| -25% | -$4.48K | ﹤0.01% | 5528 |
|
|
2021
Q1 | $16K | Sell |
603
-1,118
| -65% | -$27.6K | ﹤0.01% | 5363 |
|
|
2020
Q4 | $36K | Buy |
1,721
+1,284
| +294% | +$22.9K | ﹤0.01% | 6256 |
|
|
2020
Q3 | $5K | Sell |
437
-761
| -64% | -$10.5K | ﹤0.01% | 6983 |
|
|
2020
Q2 | $17K | Sell |
1,198
-994
| -45% | -$13.1K | ﹤0.01% | 6730 |
|
|
2020
Q1 | $23K | Buy |
2,192
+635
| +41% | +$9.93K | ﹤0.01% | 6595 |
|
|
2019
Q4 | $26K | Buy |
1,557
+643
| +70% | +$10.4K | ﹤0.01% | 6793 |
|
|
2019
Q3 | $14K | Sell |
914
-1,185
| -56% | -$18K | ﹤0.01% | 6904 |
|
|
2019
Q2 | $32K | Buy |
2,099
+225
| +12% | +$3.66K | ﹤0.01% | 6809 |
|
|
2019
Q1 | $32K | Buy |
1,874
+167
| +10% | +$2.64K | ﹤0.01% | 6685 |
|
|
2018
Q4 | $26K | Sell |
1,707
-75
| -4% | -$1.16K | ﹤0.01% | 6732 |
|
|
2018
Q3 | $30K | Buy |
+1,782
| New | +$29.5K | ﹤0.01% | 6883 |
|
Other funds holding CCB
ACL
VCM
CCPM
Citigroup's CCB Position: Q1 2026 in Review
Citigroup increased its Coastal Financial (CCB) stake by 32% in Q1 2026, buying an estimated $405K and bringing the position to 18,595 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2885.
Citigroup first reported a position in CCB in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.66M in Q2 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.
- Citigroup held 18,595 shares of Coastal Financial worth $1.42M as of Q1 2026.
- Citigroup bought 4,482 Coastal Financial shares in Q1 2026, an estimated $405K.
- Coastal Financial made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2885 holding.
- Citigroup first reported a position in Coastal Financial in Q3 2018 and has held it in 31 quarters since.
- Citigroup's Coastal Financial position peaked at $1.66M in Q2 2025.
- 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.
Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.