Diversify Wealth Management’s Coastal Financial CCB Stock Holding History

Diversify Wealth Management’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	$675K	Buy	9,323 +91	+1%	+$6.84K	0.01%	778
2026 Q1	$699K	Buy	9,232 +2,178	+31%	+$197K	0.01%	711
2025 Q4	$779K	Sell	7,054 -296	-4%	-$32.3K	0.04%	365
2025 Q3	$792K	Sell	7,350 -995	-12%	-$105K	0.05%	309
2025 Q2	$859K	Sell	8,345 -2,463	-23%	-$212K	0.05%	295
2025 Q1	$942K	Sell	10,808 -3,275	-23%	-$286K	0.07%	252
2024 Q4	$1.12M	Sell	14,083 -1,647	-10%	-$115K	0.09%	202
2024 Q3	$943K	Sell	15,730 -1,322	-8%	-$66.3K	0.09%	200
2024 Q2	$809K	Buy	+17,052	New	+$717K	0.1%	191

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

Diversify Wealth Management's CCB Position: Q2 2026 in Review

Diversify Wealth Management increased its Coastal Financial (CCB) stake by 0.99% in Q2 2026, buying an estimated $6.84K and bringing the position to 9,323 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #778.

Diversify Wealth Management first reported a position in CCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2024. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Diversify Wealth Management held 9,323 shares of Coastal Financial worth $675K as of Q2 2026.
Diversify Wealth Management bought 91 Coastal Financial shares in Q2 2026, an estimated $6.84K.
Coastal Financial made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #778 holding.
Diversify Wealth Management first reported a position in Coastal Financial in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Coastal Financial position peaked at $1.12M in Q4 2024.
194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.