Essential Partners’s Coastal Financial CCB Stock Holding History

Essential Partners’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 Q3	$160	Buy	+4	New	+$223	﹤0.01%	2636

Other funds holding CCB

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's CCB Position: Q3 2026 in Review

Essential Partners opened a new position in Coastal Financial (CCB) in Q3 2026: 4 shares worth $160. The stake represents ﹤0.01% of the portfolio and ranks #2636 among its holdings.

25 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

Essential Partners held 4 shares of Coastal Financial worth $160 as of Q3 2026.
Coastal Financial was a new Essential Partners position in Q3 2026.
Coastal Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2636 holding.
25 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.