Corient Private Wealth
CCB icon

Corient Private Wealth’s Coastal Financial CCB Stock Holding History

Corient Private Wealth’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 		$463K Sell
5,968
-9,662
-62% -$726K ﹤0.01% 2280
2026
Q1 		$1.19M Buy
+15,630
New +$1.41M ﹤0.01% 1552

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

Corient Private Wealth's CCB Position: Q2 2026 in Review

Corient Private Wealth reduced its Coastal Financial (CCB) stake by 62% in Q2 2026, selling an estimated $726K and leaving 5,968 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Corient Private Wealth first reported a position in CCB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.19M in Q1 2026. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Corient Private Wealth held 5,968 shares of Coastal Financial worth $463K as of Q2 2026.
  • Corient Private Wealth sold 9,662 Coastal Financial shares in Q2 2026, an estimated $726K.
  • Coastal Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2280 holding.
  • Corient Private Wealth first reported a position in Coastal Financial in Q1 2026 and has held it in 2 quarters since.
  • Corient Private Wealth's Coastal Financial position peaked at $1.19M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.