CoreCap Advisors
CCB icon

CoreCap Advisors’s Coastal Financial CCB Stock Holding History

CoreCap 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
Q3 		– Sell
-9
Closed -$698 – 3179
2026
Q2 		$698 Buy
+9
New +$676 ﹤0.01% 2775

Other funds holding CCB

JC
JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors's CCB Position: Q3 2026 in Review

CoreCap Advisors sold out of Coastal Financial (CCB) in Q3 2026, closing a stake of 9 shares — an estimated $698 sold.

CoreCap Advisors first reported a position in CCB in Q2 2026 and held it in 1 quarter. The position peaked at $698 in Q2 2026. 13 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

  • CoreCap Advisors reported no remaining Coastal Financial position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 9 Coastal Financial shares in Q3 2026, an estimated $698.
  • CoreCap Advisors first reported a position in Coastal Financial in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's Coastal Financial position peaked at $698 in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.