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Clearstead Advisors’s Coastal Financial CCB Stock Holding History

Clearstead 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 		$233 Buy
+3
New +$225 ﹤0.01% 3156

Other funds holding CCB

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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

Clearstead Advisors's CCB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Coastal Financial (CCB) in Q2 2026: 3 shares worth $233. The stake represents ﹤0.01% of the portfolio and ranks #3156 among its holdings.

195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Clearstead Advisors held 3 shares of Coastal Financial worth $233 as of Q2 2026.
  • Coastal Financial was a new Clearstead Advisors position in Q2 2026.
  • Coastal Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3156 holding.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.