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 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EverSource Wealth Advisors's CCB Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Coastal Financial (CCB) stake by 93% in Q1 2026, selling an estimated $25.3K and leaving 20 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

EverSource Wealth Advisors first reported a position in CCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.4K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

EverSource Wealth Advisors held 20 shares of Coastal Financial worth $1.52K as of Q1 2026.
EverSource Wealth Advisors sold 280 Coastal Financial shares in Q1 2026, an estimated $25.3K.
Coastal Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3732 holding.
EverSource Wealth Advisors first reported a position in Coastal Financial in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's Coastal Financial position peaked at $34.4K in Q4 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.