EAM Investors’s Coastal Financial CCB Stock Holding History

EAM 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
2026 Q1	–	Sell	-29,427	Closed	-$3.37M	–	289
2025 Q4	$3.37M	Sell	29,427 -9,584	-25%	-$1.05M	0.38%	138
2025 Q3	$4.15M	Buy	+39,011	New	+$4.13M	0.48%	106
2025 Q2	–	Sell	-36,471	Closed	-$3.3M	–	246
2025 Q1	$3.3M	Sell	36,471 -14,485	-28%	-$1.27M	0.57%	81
2024 Q4	$4.33M	Buy	+50,956	New	+$3.56M	0.61%	69
2023 Q1	–	Sell	-23,447	Closed	-$1.11M	–	269
2022 Q4	$1.11M	Buy	+23,447	New	+$1.09M	0.23%	208
2022 Q2	–	Sell	-52,371	Closed	-$2.4M	–	262
2022 Q1	$2.4M	Sell	52,371 -8,718	-14%	-$424K	0.45%	77
2021 Q4	$3.09M	Buy	61,089 +26,844	+78%	+$1.11M	0.51%	49
2021 Q3	$1.09M	Sell	34,245 -25	-0.1%	-$745	0.18%	257
2021 Q2	$979K	Sell	34,270 -21,584	-39%	-$632K	0.15%	298
2021 Q1	$1.46M	Buy	+55,854	New	+$1.38M	0.22%	224

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

EAM Investors's CCB Position: Q1 2026 in Review

EAM Investors sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 29,427 shares — an estimated $3.37M sold.

EAM Investors first reported a position in CCB in Q1 2021 and held it in 10 quarters. The position peaked at $4.33M in Q4 2024. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

EAM Investors reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
EAM Investors sold 29,427 Coastal Financial shares in Q1 2026, an estimated $3.37M.
EAM Investors first reported a position in Coastal Financial in Q1 2021 and held it in 10 quarters.
EAM Investors's Coastal Financial position peaked at $4.33M in Q4 2024.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on EAM Investors's 13F filing for Q1 2026, filed 13 May 2026.