First Pacific Financial’s Coastal Financial CCB Stock Holding History

First Pacific Financial’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	$45.1K	Hold	1,130	–	–	﹤0.01%	279
2026 Q2	$87.6K	Hold	1,130	–	–	0.01%	215
2026 Q1	$86K	Hold	1,130	–	–	0.01%	210
2025 Q4	$129K	Hold	1,130	–	–	0.02%	184
2025 Q3	$122K	Hold	1,130	–	–	0.02%	187
2025 Q2	$109K	Sell	1,130 -118	-9%	-$10.2K	0.02%	198
2025 Q1	$113K	Hold	1,248	–	–	0.02%	161
2024 Q4	$106K	Sell	1,248 -808	-39%	-$56.4K	0.02%	171
2024 Q3	$111K	Hold	2,056	–	–	0.03%	159
2024 Q2	$94.9K	Hold	2,056	–	–	0.02%	154
2024 Q1	$79.9K	Hold	2,056	–	–	0.02%	156
2023 Q4	$91.3K	Hold	2,056	–	–	0.03%	147
2023 Q3	$88.2K	Hold	2,056	–	–	0.04%	126
2023 Q2	$77.4K	Buy	+2,056	New	+$73.4K	0.03%	131

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

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

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

First Pacific Financial's CCB Position: Q3 2026 in Review

First Pacific Financial held its Coastal Financial (CCB) position steady in Q3 2026 at 1,130 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

First Pacific Financial first reported a position in CCB in Q2 2023 and has held it in 14 quarters since. The position peaked at $129K in Q4 2025. 13 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

First Pacific Financial held 1,130 shares of Coastal Financial worth $45.1K as of Q3 2026.
First Pacific Financial left its Coastal Financial share count unchanged in Q3 2026.
Coastal Financial made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #279 holding.
First Pacific Financial first reported a position in Coastal Financial in Q2 2023 and has held it in 14 quarters since.
First Pacific Financial's Coastal Financial position peaked at $129K in Q4 2025.
13 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.