DRW Securities’s Coastal Financial CCB Stock Holding History

DRW Securities’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 Q1	–	Sell	-1,866	Closed	-$214K	–	1335
2025 Q4	$214K	Buy	+1,866	New	+$204K	0.01%	926

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DRW Securities's CCB Position: Q1 2026 in Review

DRW Securities sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 1,866 shares — an estimated $214K sold.

DRW Securities first reported a position in CCB in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

DRW Securities reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
DRW Securities sold 1,866 Coastal Financial shares in Q1 2026, an estimated $214K.
DRW Securities first reported a position in Coastal Financial in Q4 2025 and held it in 1 quarter.
DRW Securities's Coastal Financial position peaked at $214K in Q4 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on DRW Securities's 13F filing for Q1 2026, filed 13 May 2026.