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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes's CCB Position: Q1 2026 in Review

Federated Hermes reduced its Coastal Financial (CCB) stake by 13% in Q1 2026, selling an estimated $244K and leaving 18,265 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Federated Hermes first reported a position in CCB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.4M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Federated Hermes held 18,265 shares of Coastal Financial worth $1.39M as of Q1 2026.
  • Federated Hermes sold 2,698 Coastal Financial shares in Q1 2026, an estimated $244K.
  • Coastal Financial made up ﹤0.01% of Federated Hermes's portfolio in Q1 2026, its #1042 holding.
  • Federated Hermes first reported a position in Coastal Financial in Q1 2022 and has held it in 17 quarters since.
  • Federated Hermes's Coastal Financial position peaked at $2.4M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.