Elizabeth Park Capital Advisors’s Coastal Financial CCB Stock Holding History

Elizabeth Park Capital Advisors’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	-19,011	Closed	-$2.18M	–	48
2025 Q4	$2.18M	Sell	19,011 -9,900	-34%	-$1.08M	1.79%	30
2025 Q3	$3.12M	Sell	28,911 -10,400	-26%	-$1.1M	2.53%	12
2025 Q2	$3.81M	Sell	39,311 -7,945	-17%	-$685K	3.42%	4
2025 Q1	$4.27M	Buy	47,256 +10,701	+29%	+$935K	3.87%	4
2024 Q4	$3.1M	Buy	+36,555	New	+$2.55M	2.53%	16

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

Elizabeth Park Capital Advisors's CCB Position: Q1 2026 in Review

Elizabeth Park Capital Advisors sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 19,011 shares — an estimated $2.18M sold.

Elizabeth Park Capital Advisors first reported a position in CCB in Q4 2024 and held it in 5 quarters. The position peaked at $4.27M in Q1 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Elizabeth Park Capital Advisors reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
Elizabeth Park Capital Advisors sold 19,011 Coastal Financial shares in Q1 2026, an estimated $2.18M.
Elizabeth Park Capital Advisors first reported a position in Coastal Financial in Q4 2024 and held it in 5 quarters.
Elizabeth Park Capital Advisors's Coastal Financial position peaked at $4.27M in Q1 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Elizabeth Park Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.