Diversify Advisory Services’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
Other funds holding CCB
CCPM
ACL
ECA
Diversify Advisory Services's CCB Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in Coastal Financial (CCB) in Q2 2026: 9,323 shares worth $675K. The stake represents 0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CCB as recently as Q2 2024.
Diversify Advisory Services first reported a position in CCB in Q1 2024 and has held it in 3 quarters since. The position peaked at $714K in Q1 2024. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.
- Diversify Advisory Services held 9,323 shares of Coastal Financial worth $675K as of Q2 2026.
- Coastal Financial was a new Diversify Advisory Services position in Q2 2026.
- Coastal Financial made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #778 holding.
- Diversify Advisory Services first reported a position in Coastal Financial in Q1 2024 and has held it in 3 quarters since.
- Diversify Advisory Services's Coastal Financial position peaked at $714K in Q1 2024.
- 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.