ExodusPoint Capital Management’s Coastal Financial CCB Stock Holding History

ExodusPoint Capital Management’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	$2.08M	Buy	+27,313	New	+$2.47M	0.02%	771
2025 Q3	–	Sell	-37,266	Closed	-$3.61M	–	1571
2025 Q2	$3.61M	Buy	37,266 +26,821	+257%	+$2.31M	0.03%	520
2025 Q1	$944K	Sell	10,445 -39,201	-79%	-$3.43M	0.01%	937
2024 Q4	$4.21M	Buy	49,646 +41,093	+480%	+$2.87M	0.03%	489
2024 Q3	$462K	Buy	+8,553	New	+$429K	﹤0.01%	1217
2024 Q2	–	Sell	-9,117	Closed	-$354K	–	1562
2024 Q1	$354K	Buy	+9,117	New	+$361K	﹤0.01%	1224

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

ExodusPoint Capital Management's CCB Position: Q1 2026 in Review

ExodusPoint Capital Management opened a new position in Coastal Financial (CCB) in Q1 2026: 27,313 shares worth $2.08M. The stake represents 0.02% of the portfolio and ranks #771 among its holdings. This is a return to the name: ExodusPoint Capital Management previously reported a position in CCB as recently as Q2 2025.

ExodusPoint Capital Management first reported a position in CCB in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.21M in Q4 2024. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

ExodusPoint Capital Management held 27,313 shares of Coastal Financial worth $2.08M as of Q1 2026.
Coastal Financial was a new ExodusPoint Capital Management position in Q1 2026.
Coastal Financial made up 0.02% of ExodusPoint Capital Management's portfolio in Q1 2026, its #771 holding.
ExodusPoint Capital Management first reported a position in Coastal Financial in Q1 2024 and has held it in 6 quarters since.
ExodusPoint Capital Management's Coastal Financial position peaked at $4.21M in Q4 2024.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.