FFA
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Farther Finance Advisors’s Coastal Financial CCB Stock Holding History

Farther Finance 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 		$168K Sell
2,168
-50
-2% -$3.76K ﹤0.01% 2377
2026
Q1 		$171K Sell
2,218
-671
-23% -$60.6K ﹤0.01% 2130
2025
Q4 		$331K Buy
2,889
+1,993
+222% +$217K ﹤0.01% 1585
2025
Q3 		$96.9K Buy
896
+774
+634% +$82K ﹤0.01% 2051
2025
Q2 		$11.8K Buy
+122
New +$10.5K ﹤0.01% 2988

Other funds holding CCB

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Farther Finance Advisors's CCB Position: Q2 2026 in Review

Farther Finance Advisors reduced its Coastal Financial (CCB) stake by 2.3% in Q2 2026, selling an estimated $3.76K and leaving 2,168 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Farther Finance Advisors first reported a position in CCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $331K in Q4 2025. 14 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Farther Finance Advisors held 2,168 shares of Coastal Financial worth $168K as of Q2 2026.
  • Farther Finance Advisors sold 50 Coastal Financial shares in Q2 2026, an estimated $3.76K.
  • Coastal Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2377 holding.
  • Farther Finance Advisors first reported a position in Coastal Financial in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Coastal Financial position peaked at $331K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.