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Dmitry Balyasny’s Coastal Financial CCB Stock Holding History

Dmitry Balyasny’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 		$4.81M Buy
62,042
+37,947
+157% +$2.85M 0.01% 1390
2026
Q1 		$1.83M Buy
24,095
+21,528
+839% +$1.95M ﹤0.01% 1822
2025
Q4 		$294K Buy
2,567
+357
+16% +$39K ﹤0.01% 2733
2025
Q3 		$239K Buy
2,210
+55
+3% +$5.83K ﹤0.01% 2664
2025
Q2 		$209K Buy
+2,155
New +$186K ﹤0.01% 2586

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

Dmitry Balyasny's CCB Position: Q2 2026 in Review

Dmitry Balyasny increased its Coastal Financial (CCB) stake by 157% in Q2 2026, buying an estimated $2.85M and bringing the position to 62,042 shares worth $4.81M. The position accounts for 0.01% of the portfolio, ranked #1390.

Dmitry Balyasny first reported a position in CCB in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Dmitry Balyasny held 62,042 shares of Coastal Financial worth $4.81M as of Q2 2026.
  • Dmitry Balyasny bought 37,947 Coastal Financial shares in Q2 2026, an estimated $2.85M.
  • Coastal Financial made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1390 holding.
  • Dmitry Balyasny first reported a position in Coastal Financial in Q2 2025 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.