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EverSource Wealth Advisors’s Coastal Financial CCB Stock Holding History

EverSource Wealth Advisors’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 		$6.36K Buy
82
+62
+310% +$4.66K ﹤0.01% 3163
2026
Q1 		$1.52K Sell
20
-280
-93% -$25.3K ﹤0.01% 3732
2025
Q4 		$34.4K Buy
300
+169
+129% +$18.4K ﹤0.01% 2013
2025
Q3 		$14.2K Sell
131
-9
-6% -$954 ﹤0.01% 2608
2025
Q2 		$13.6K Buy
140
+117
+509% +$10.1K ﹤0.01% 2598
2025
Q1 		$2.08K Buy
23
+15
+188% +$1.31K ﹤0.01% 2914
2024
Q4 		$679 Buy
+8
New +$558 ﹤0.01% 3092

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

EverSource Wealth Advisors's CCB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Coastal Financial (CCB) stake by 310% in Q2 2026, buying an estimated $4.66K and bringing the position to 82 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

EverSource Wealth Advisors first reported a position in CCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.4K in Q4 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • EverSource Wealth Advisors held 82 shares of Coastal Financial worth $6.36K as of Q2 2026.
  • EverSource Wealth Advisors bought 62 Coastal Financial shares in Q2 2026, an estimated $4.66K.
  • Coastal Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3163 holding.
  • EverSource Wealth Advisors first reported a position in Coastal Financial in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Coastal Financial position peaked at $34.4K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.