Engineers Gate Manager’s Coastal Financial CCB Stock Holding History

Engineers Gate Manager’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	$352K	Buy	+4,543	New	+$341K	﹤0.01%	1695
2025 Q1	–	Sell	-3,038	Closed	-$258K	–	2202
2024 Q4	$258K	Buy	+3,038	New	+$212K	﹤0.01%	1777
2022 Q4	–	Sell	-5,187	Closed	-$206K	–	1702
2022 Q3	$206K	Sell	5,187 -8,312	-62%	-$336K	0.01%	1306
2022 Q2	$515K	Sell	13,499 -5,922	-30%	-$238K	0.02%	1093
2022 Q1	$889K	Buy	+19,421	New	+$945K	0.03%	740

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Engineers Gate Manager's CCB Position: Q2 2026 in Review

Engineers Gate Manager opened a new position in Coastal Financial (CCB) in Q2 2026: 4,543 shares worth $352K. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in CCB as recently as Q4 2024.

Engineers Gate Manager first reported a position in CCB in Q1 2022 and has held it in 5 quarters since. The position peaked at $889K in Q1 2022. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Engineers Gate Manager held 4,543 shares of Coastal Financial worth $352K as of Q2 2026.
Coastal Financial was a new Engineers Gate Manager position in Q2 2026.
Coastal Financial made up ﹤0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1695 holding.
Engineers Gate Manager first reported a position in Coastal Financial in Q1 2022 and has held it in 5 quarters since.
Engineers Gate Manager's Coastal Financial position peaked at $889K in Q1 2022.
195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.