EntryPoint Capital’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Sell
2,800
-3,760
-57% -$282K 0.05% 664
2026
Q1
$499K Buy
+6,560
New +$593K 0.15% 250
2024
Q2
Sell
-1,663
Closed -$64.6K 1452
2024
Q1
$64.6K Buy
1,663
+1,439
+642% +$56.9K 0.06% 633
2023
Q4
$9.95K Buy
+224
New +$9.25K 0.01% 1156

Other funds holding CCB

EntryPoint Capital's CCB Position: Q2 2026 in Review

EntryPoint Capital reduced its Coastal Financial (CCB) stake by 57% in Q2 2026, selling an estimated $282K and leaving 2,800 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #664.

EntryPoint Capital first reported a position in CCB in Q4 2023 and has held it in 4 quarters since. The position peaked at $499K in Q1 2026. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • EntryPoint Capital held 2,800 shares of Coastal Financial worth $217K as of Q2 2026.
  • EntryPoint Capital sold 3,760 Coastal Financial shares in Q2 2026, an estimated $282K.
  • Coastal Financial made up 0.05% of EntryPoint Capital's portfolio in Q2 2026, its #664 holding.
  • EntryPoint Capital first reported a position in Coastal Financial in Q4 2023 and has held it in 4 quarters since.
  • EntryPoint Capital's Coastal Financial position peaked at $499K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on EntryPoint Capital's 13F filing for Q2 2026, filed 13 Aug 2026.