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Emerald Advisers’s Coastal Financial CCB Stock Holding History

Emerald Advisers’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
Q2 		$16.8M Sell
216,333
-4,849
-2% -$364K 0.39% 96
2026
Q1 		$16.8M Buy
221,182
+68,427
+45% +$6.18M 0.53% 81
2025
Q4 		$17.5M Buy
152,755
+93,669
+159% +$10.2M 0.54% 87
2025
Q3 		$6.39M Buy
59,086
+51,665
+696% +$5.48M 0.2% 112
2025
Q2 		$719K Buy
7,421
+179
+2% +$15.4K 0.03% 156
2025
Q1 		$655K Buy
7,242
+1,787
+33% +$156K 0.03% 150
2024
Q4 		$463K Buy
+5,455
New +$381K 0.02% 178

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 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

Emerald Advisers's CCB Position: Q2 2026 in Review

Emerald Advisers reduced its Coastal Financial (CCB) stake by 2.2% in Q2 2026, selling an estimated $364K and leaving 216,333 shares worth $16.8M. The position accounts for 0.39% of the portfolio, ranked #96.

Emerald Advisers first reported a position in CCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.5M in Q4 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Emerald Advisers held 216,333 shares of Coastal Financial worth $16.8M as of Q2 2026.
  • Emerald Advisers sold 4,849 Coastal Financial shares in Q2 2026, an estimated $364K.
  • Coastal Financial made up 0.39% of Emerald Advisers's portfolio in Q2 2026, its #96 holding.
  • Emerald Advisers first reported a position in Coastal Financial in Q4 2024 and has held it in 7 quarters since.
  • Emerald Advisers's Coastal Financial position peaked at $17.5M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.