Fidelity Investments
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Fidelity Investments’s Coastal Financial CCB Stock Holding History

Fidelity Investments’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 		$28.2M Buy
370,756
+723
+0.2% +$65.3K ﹤0.01% 1654
2025
Q4 		$42.4M Buy
370,033
+42,377
+13% +$4.62M ﹤0.01% 1503
2025
Q3 		$35.4M Buy
327,656
+193,775
+145% +$20.5M ﹤0.01% 1575
2025
Q2 		$13M Sell
133,881
-145,628
-52% -$12.5M ﹤0.01% 1832
2025
Q1 		$25.3M Buy
279,509
+275,875
+7,591% +$24.1M ﹤0.01% 1601
2024
Q4 		$309K Buy
3,634
+2,318
+176% +$162K ﹤0.01% 3095
2024
Q3 		$71.1K Buy
1,316
+228
+21% +$11.4K ﹤0.01% 3625
2024
Q2 		$50.2K Buy
1,088
+174
+19% +$7.32K ﹤0.01% 3617
2024
Q1 		$35.5K Sell
914
-135
-13% -$5.34K ﹤0.01% 3757
2023
Q4 		$46.6K Buy
1,049
+413
+65% +$17.1K ﹤0.01% 3546
2023
Q3 		$27.3K Buy
636
+14
+2% +$608 ﹤0.01% 3649
2023
Q2 		$23.4K Buy
622
+203
+48% +$7.25K ﹤0.01% 3777
2023
Q1 		$15.1K Buy
419
+247
+144% +$10.6K ﹤0.01% 3965
2022
Q4 		$8.17K Sell
172
-11
-6% -$510 ﹤0.01% 4082
2022
Q3 		$7K Buy
183
+70
+62% +$2.83K ﹤0.01% 4184
2022
Q2 		$4K Buy
113
+36
+47% +$1.45K ﹤0.01% 4360
2022
Q1 		$4K Buy
+77
New +$3.75K ﹤0.01% 4476
2019
Q3 		– Sell
-48,771
Closed -$754K – 3796
2019
Q2 		$754K Sell
48,771
-10,929
-18% -$178K ﹤0.01% 2483
2019
Q1 		$1.01M Hold
59,700
– – ﹤0.01% 2415
2018
Q4 		$909K Hold
59,700
– – ﹤0.01% 2409
2018
Q3 		$1.01M Buy
+59,700
New +$988K ﹤0.01% 2472

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments's CCB Position: Q1 2026 in Review

Fidelity Investments increased its Coastal Financial (CCB) stake by 0.2% in Q1 2026, buying an estimated $65.3K and bringing the position to 370,756 shares worth $28.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Fidelity Investments first reported a position in CCB in Q3 2018 and has held it in 21 quarters since. The position peaked at $42.4M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Fidelity Investments held 370,756 shares of Coastal Financial worth $28.2M as of Q1 2026.
  • Fidelity Investments bought 723 Coastal Financial shares in Q1 2026, an estimated $65.3K.
  • Coastal Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1654 holding.
  • Fidelity Investments first reported a position in Coastal Financial in Q3 2018 and has held it in 21 quarters since.
  • Fidelity Investments's Coastal Financial position peaked at $42.4M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.