First Horizon Corporation’s Coastal Financial CCB Stock Holding History

First Horizon Corporation’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	$49.9K	Sell	644 -195	-23%	-$14.7K	﹤0.01%	692
2026 Q1	$63.8K	Sell	839 -290	-26%	-$26.2K	﹤0.01%	577
2025 Q4	$129K	Hold	1,129	–	–	0.01%	478
2025 Q3	$122K	Buy	+1,129	New	+$120K	0.01%	455
2021 Q2	$231K	Buy	8,123 +1,187	+17%	+$34.8K	0.02%	216
2021 Q1	$181K	Buy	6,936 +412	+6%	+$10.2K	0.02%	237
2020 Q4	$137K	Sell	6,524 -145	-2%	-$2.59K	0.01%	262
2020 Q3	$81K	Buy	+6,669	New	+$92.1K	0.01%	298

Other funds holding CCB

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Horizon Corporation's CCB Position: Q2 2026 in Review

First Horizon Corporation reduced its Coastal Financial (CCB) stake by 23% in Q2 2026, selling an estimated $14.7K and leaving 644 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

First Horizon Corporation first reported a position in CCB in Q3 2020 and has held it in 8 quarters since. The position peaked at $231K in Q2 2021. 16 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

First Horizon Corporation held 644 shares of Coastal Financial worth $49.9K as of Q2 2026.
First Horizon Corporation sold 195 Coastal Financial shares in Q2 2026, an estimated $14.7K.
Coastal Financial made up ﹤0.01% of First Horizon Corporation's portfolio in Q2 2026, its #692 holding.
First Horizon Corporation first reported a position in Coastal Financial in Q3 2020 and has held it in 8 quarters since.
First Horizon Corporation's Coastal Financial position peaked at $231K in Q2 2021.
16 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.