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David Shaw’s Coastal Financial CCB Stock Holding History

David Shaw’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

David Shaw's CCB Position: Q2 2026 in Review

David Shaw 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: David Shaw previously reported a position in CCB as recently as Q3 2024.

David Shaw 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.

  • David Shaw held 47,565 shares of Coastal Financial worth $3.69M as of Q2 2026.
  • Coastal Financial was a new David Shaw position in Q2 2026.
  • Coastal Financial made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2668 holding.
  • David Shaw 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.