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EAM Global Investors’s Coastal Financial CCB Stock Holding History

EAM Global Investors’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
2025
Q2 		– Sell
-60,722
Closed -$5.49M – 91
2025
Q1 		$5.49M Buy
+60,722
New +$5.31M 1.49% 12
2023
Q1 		– Sell
-34,541
Closed -$1.64M – 106
2022
Q4 		$1.64M Buy
+34,541
New +$1.6M 0.42% 122
2022
Q2 		– Sell
-29,660
Closed -$1.36M – 195
2022
Q1 		$1.36M Sell
29,660
-9,081
-23% -$442K 0.25% 189
2021
Q4 		$1.96M Buy
+38,741
New +$1.6M 0.35% 160

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EAM Global Investors's CCB Position: Q2 2025 in Review

EAM Global Investors sold out of Coastal Financial (CCB) in Q2 2025, closing a stake of 60,722 shares — an estimated $5.49M sold.

EAM Global Investors first reported a position in CCB in Q4 2021 and held it in 4 quarters. The position peaked at $5.49M in Q1 2025. 176 funds tracked by Wall St. Rank hold CCB as of Q2 2025.

  • EAM Global Investors reported no remaining Coastal Financial position as of Q2 2025 after selling out during the quarter.
  • EAM Global Investors sold 60,722 Coastal Financial shares in Q2 2025, an estimated $5.49M.
  • EAM Global Investors first reported a position in Coastal Financial in Q4 2021 and held it in 4 quarters.
  • EAM Global Investors's Coastal Financial position peaked at $5.49M in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2025.

Based on EAM Global Investors's 13F filing for Q2 2025, filed 12 Aug 2025.