Creative Planning’s Coastal Financial CCB Stock Holding History

Creative Planning’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	$614K	Buy	7,923 +647	+9%	+$48.6K	﹤0.01%	3039
2026 Q1	$554K	Sell	7,276 -4,818	-40%	-$435K	﹤0.01%	2952
2025 Q4	$1.39M	Sell	12,094 -1,561	-11%	-$170K	﹤0.01%	2020
2025 Q3	$1.48M	Buy	13,655 +2,189	+19%	+$232K	﹤0.01%	1777
2025 Q2	$1.11M	Buy	11,466 +1,582	+16%	+$136K	﹤0.01%	1764
2025 Q1	$894K	Buy	9,884 +2,132	+28%	+$186K	﹤0.01%	1803
2024 Q4	$658K	Buy	7,752 +2,239	+41%	+$156K	﹤0.01%	1973
2024 Q3	$298K	Buy	+5,513	New	+$276K	﹤0.01%	2528

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

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 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

Creative Planning's CCB Position: Q2 2026 in Review

Creative Planning increased its Coastal Financial (CCB) stake by 8.9% in Q2 2026, buying an estimated $48.6K and bringing the position to 7,923 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

Creative Planning first reported a position in CCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q3 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Creative Planning held 7,923 shares of Coastal Financial worth $614K as of Q2 2026.
Creative Planning bought 647 Coastal Financial shares in Q2 2026, an estimated $48.6K.
Coastal Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3039 holding.
Creative Planning first reported a position in Coastal Financial in Q3 2024 and has held it in 8 quarters since.
Creative Planning's Coastal Financial position peaked at $1.48M in Q3 2025.
194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.