Federated Hermes
CCB icon

Federated Hermes’s Coastal Financial CCB Stock Holding History

Federated Hermes’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 		$1.41M Sell
18,250
-15
-0.1% -$1.13K ﹤0.01% 1070
2026
Q1 		$1.39M Sell
18,265
-2,698
-13% -$244K ﹤0.01% 1042
2025
Q4 		$2.4M Buy
20,963
+9,804
+88% +$1.07M ﹤0.01% 925
2025
Q3 		$1.21M Hold
11,159
– – ﹤0.01% 1094
2025
Q2 		$1.08M Sell
11,159
-46
-0.4% -$3.96K ﹤0.01% 1123
2025
Q1 		$1.01M Sell
11,205
-128
-1% -$11.2K ﹤0.01% 1102
2024
Q4 		$962K Buy
11,333
+11,175
+7,073% +$780K ﹤0.01% 1112
2024
Q3 		$8.53K Buy
158
+111
+236% +$5.56K ﹤0.01% 1818
2024
Q2 		$2.17K Sell
47
-123
-72% -$5.17K ﹤0.01% 1898
2024
Q1 		$6.61K Sell
170
-6,392
-97% -$253K ﹤0.01% 1812
2023
Q4 		$291K Sell
6,562
-14,984
-70% -$619K ﹤0.01% 1459
2023
Q3 		$925K Sell
21,546
-184
-0.8% -$7.99K ﹤0.01% 1136
2023
Q2 		$818K Sell
21,730
-390
-2% -$13.9K ﹤0.01% 1202
2023
Q1 		$797K Buy
22,120
+5,876
+36% +$253K ﹤0.01% 1247
2022
Q4 		$772K Buy
16,244
+16,109
+11,933% +$747K ﹤0.01% 1222
2022
Q3 		$5K Sell
135
-111
-45% -$4.48K ﹤0.01% 1885
2022
Q2 		$9K Buy
246
+100
+68% +$4.02K ﹤0.01% 1838
2022
Q1 		$7K Buy
+146
New +$7.1K ﹤0.01% 1914

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

Federated Hermes's CCB Position: Q2 2026 in Review

Federated Hermes reduced its Coastal Financial (CCB) stake by 0.08% in Q2 2026, selling an estimated $1.13K and leaving 18,250 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Federated Hermes first reported a position in CCB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.4M in Q4 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Federated Hermes held 18,250 shares of Coastal Financial worth $1.41M as of Q2 2026.
  • Federated Hermes sold 15 Coastal Financial shares in Q2 2026, an estimated $1.13K.
  • Coastal Financial made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #1070 holding.
  • Federated Hermes first reported a position in Coastal Financial in Q1 2022 and has held it in 18 quarters since.
  • Federated Hermes's Coastal Financial position peaked at $2.4M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.