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Fiduciary Trust’s Coastal Financial CCB Stock Holding History

Fiduciary Trust’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 		– Sell
-4,189
Closed -$319K – 901
2026
Q1 		$319K Buy
+4,189
New +$379K ﹤0.01% 717
2025
Q3 		– Sell
-3,337
Closed -$323K – 855
2025
Q2 		$323K Sell
3,337
-489
-13% -$42.1K ﹤0.01% 658
2025
Q1 		$346K Sell
3,826
-114
-3% -$9.96K ﹤0.01% 621
2024
Q4 		$335K Buy
+3,940
New +$275K ﹤0.01% 555

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

Fiduciary Trust's CCB Position: Q2 2026 in Review

Fiduciary Trust sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 4,189 shares — an estimated $319K sold.

Fiduciary Trust first reported a position in CCB in Q4 2024 and held it in 4 quarters. The position peaked at $346K in Q1 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Fiduciary Trust reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Trust sold 4,189 Coastal Financial shares in Q2 2026, an estimated $319K.
  • Fiduciary Trust first reported a position in Coastal Financial in Q4 2024 and held it in 4 quarters.
  • Fiduciary Trust's Coastal Financial position peaked at $346K in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.