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Empowered Funds’s Coastal Financial CCB Stock Holding History

Empowered Funds’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
Q3 		– Sell
-13,511
Closed -$1.31M – 1838
2025
Q2 		$1.31M Buy
13,511
+1,072
+9% +$92.4K 0.01% 993
2025
Q1 		$1.12M Buy
12,439
+848
+7% +$74.1K 0.02% 953
2024
Q4 		$984K Buy
11,591
+507
+5% +$35.4K 0.01% 975
2024
Q3 		$598K Buy
11,084
+536
+5% +$26.9K 0.01% 1051
2024
Q2 		$487K Buy
+10,548
New +$444K 0.01% 1061

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Empowered Funds's CCB Position: Q3 2025 in Review

Empowered Funds sold out of Coastal Financial (CCB) in Q3 2025, closing a stake of 13,511 shares — an estimated $1.31M sold.

Empowered Funds first reported a position in CCB in Q2 2024 and held it in 5 quarters. The position peaked at $1.31M in Q2 2025. 186 funds tracked by Wall St. Rank hold CCB as of Q3 2025.

  • Empowered Funds reported no remaining Coastal Financial position as of Q3 2025 after selling out during the quarter.
  • Empowered Funds sold 13,511 Coastal Financial shares in Q3 2025, an estimated $1.31M.
  • Empowered Funds first reported a position in Coastal Financial in Q2 2024 and held it in 5 quarters.
  • Empowered Funds's Coastal Financial position peaked at $1.31M in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.