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 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 $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's CCB Position: Q1 2026 in Review

Creative Planning reduced its Coastal Financial (CCB) stake by 40% in Q1 2026, selling an estimated $435K and leaving 7,276 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Creative Planning first reported a position in CCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Creative Planning held 7,276 shares of Coastal Financial worth $554K as of Q1 2026.
Creative Planning sold 4,818 Coastal Financial shares in Q1 2026, an estimated $435K.
Coastal Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2952 holding.
Creative Planning first reported a position in Coastal Financial in Q3 2024 and has held it in 7 quarters since.
Creative Planning's Coastal Financial position peaked at $1.48M in Q3 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.