Financial Consulate’s Coastal Financial CCB Stock Holding History

Financial Consulate’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 Q3	$8.07K	Buy	+202	New	+$11.3K	﹤0.01%	752

Other funds holding CCB

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Consulate's CCB Position: Q3 2026 in Review

Financial Consulate opened a new position in Coastal Financial (CCB) in Q3 2026: 202 shares worth $8.07K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings.

25 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

Financial Consulate held 202 shares of Coastal Financial worth $8.07K as of Q3 2026.
Coastal Financial was a new Financial Consulate position in Q3 2026.
Coastal Financial made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #752 holding.
25 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.