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DV Trading’s Coastal Financial CCB Stock Holding History

DV Trading’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
-200
Closed -$22.9K – 595
2025
Q4 		$22.9K Buy
+200
New +$21.8K ﹤0.01% 604

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
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

DV Trading's CCB Position: Q1 2026 in Review

DV Trading sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 200 shares — an estimated $22.9K sold.

DV Trading first reported a position in CCB in Q4 2025 and held it in 1 quarter. The position peaked at $22.9K in Q4 2025. 183 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • DV Trading reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • DV Trading sold 200 Coastal Financial shares in Q1 2026, an estimated $22.9K.
  • DV Trading first reported a position in Coastal Financial in Q4 2025 and held it in 1 quarter.
  • DV Trading's Coastal Financial position peaked at $22.9K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on DV Trading's 13F filing for Q1 2026, filed 15 May 2026.