Cooper Creek Partners Management’s Coastal Financial CCB Stock Holding History

Cooper Creek Partners 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 Q2	$36.2M	Buy	467,511 +17,377	+4%	+$1.31M	0.86%	38
2026 Q1	$34.3M	Buy	450,134 +230,537	+105%	+$20.8M	1.17%	34
2025 Q4	$25.2M	Buy	219,597 +57,498	+35%	+$6.27M	1.14%	32
2025 Q3	$17.5M	Buy	162,099 +84,438	+109%	+$8.95M	0.54%	53
2025 Q2	$7.52M	Buy	77,661 +12,948	+20%	+$1.12M	0.23%	81
2025 Q1	$5.85M	Buy	+64,713	New	+$5.66M	0.18%	70

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cooper Creek Partners Management's CCB Position: Q2 2026 in Review

Cooper Creek Partners Management increased its Coastal Financial (CCB) stake by 3.9% in Q2 2026, buying an estimated $1.31M and bringing the position to 467,511 shares worth $36.2M. The position accounts for 0.86% of the portfolio, ranked #38.

Cooper Creek Partners Management first reported a position in CCB in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Cooper Creek Partners Management held 467,511 shares of Coastal Financial worth $36.2M as of Q2 2026.
Cooper Creek Partners Management bought 17,377 Coastal Financial shares in Q2 2026, an estimated $1.31M.
Coastal Financial made up 0.86% of Cooper Creek Partners Management's portfolio in Q2 2026, its #38 holding.
Cooper Creek Partners Management first reported a position in Coastal Financial in Q1 2025 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Cooper Creek Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.