D.E. Shaw & Co
CCB icon

D.E. Shaw & Co’s Coastal Financial CCB Stock Holding History

D.E. Shaw & Co’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 		$3.69M Buy
+47,565
New +$3.57M ﹤0.01% 2668
2024
Q4 		– Sell
-26,430
Closed -$1.43M – 4443
2024
Q3 		$1.43M Buy
26,430
+18,320
+226% +$918K ﹤0.01% 2981
2024
Q2 		$374K Buy
+8,110
New +$341K ﹤0.01% 3784
2024
Q1 		– Sell
-4,876
Closed -$217K – 4378
2023
Q4 		$217K Buy
+4,876
New +$201K ﹤0.01% 3860
2023
Q1 		– Sell
-9,568
Closed -$455K – 4471
2022
Q4 		$455K Buy
+9,568
New +$443K ﹤0.01% 3904

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

D.E. Shaw & Co's CCB Position: Q2 2026 in Review

D.E. Shaw & Co opened a new position in Coastal Financial (CCB) in Q2 2026: 47,565 shares worth $3.69M. The stake represents ﹤0.01% of the portfolio and ranks #2668 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in CCB as recently as Q3 2024.

D.E. Shaw & Co first reported a position in CCB in Q4 2022 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • D.E. Shaw & Co held 47,565 shares of Coastal Financial worth $3.69M as of Q2 2026.
  • Coastal Financial was a new D.E. Shaw & Co position in Q2 2026.
  • Coastal Financial made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #2668 holding.
  • D.E. Shaw & Co first reported a position in Coastal Financial in Q4 2022 and has held it in 5 quarters since.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.