C
CCB icon

Covestor’s Coastal Financial CCB Stock Holding History

Covestor’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 		$1K Buy
9
+4
+80% +$301 ﹤0.01% 2076
2026
Q1 		$0 Sell
5
-11
-69% -$994 ﹤0.01% 2294
2025
Q4 		$2K Sell
16
-6
-27% -$655 ﹤0.01% 1899
2025
Q3 		$2K Sell
22
-2
-8% -$212 ﹤0.01% 1923
2025
Q2 		$2K Sell
24
-3
-11% -$259 ﹤0.01% 1829
2025
Q1 		$2K Sell
27
-26
-49% -$2.27K ﹤0.01% 1821
2024
Q4 		$5K Buy
53
+31
+141% +$2.16K ﹤0.01% 1710
2024
Q3 		$1K Buy
22
+1
+5% +$50 ﹤0.01% 1914
2024
Q2 		$1K Buy
21
+3
+17% +$126 ﹤0.01% 1948
2024
Q1 		$1K Buy
+18
New +$712 ﹤0.01% 1921
2023
Q2 		– Sell
-3
Closed – – 2157
2023
Q1 		$0 Buy
3
+1
+50% +$43 ﹤0.01% 2055
2022
Q4 		$0 Hold
2
– – ﹤0.01% 2094
2022
Q3 		$0 Buy
+2
New +$81 ﹤0.01% 2030

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

Covestor's CCB Position: Q2 2026 in Review

Covestor increased its Coastal Financial (CCB) stake by 80% in Q2 2026, buying an estimated $301 and bringing the position to 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Covestor first reported a position in CCB in Q3 2022 and has held it in 13 quarters since. The position peaked at $5K in Q4 2024. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Covestor held 9 shares of Coastal Financial worth $1K as of Q2 2026.
  • Covestor bought 4 Coastal Financial shares in Q2 2026, an estimated $301.
  • Coastal Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2076 holding.
  • Covestor first reported a position in Coastal Financial in Q3 2022 and has held it in 13 quarters since.
  • Covestor's Coastal Financial position peaked at $5K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.