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FNY Investment Advisers’s Coastal Financial CCB Stock Holding History

FNY Investment Advisers’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
2025
Q3 		– Sell
-2,000
Closed -$193K – 1259
2025
Q2 		$193K Sell
2,000
-2,600
-57% -$224K 0.08% 211
2025
Q1 		$415K Buy
4,600
+600
+15% +$52.4K 0.25% 89
2024
Q4 		$339K Buy
+4,000
New +$279K 0.18% 117

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FNY Investment Advisers's CCB Position: Q3 2025 in Review

FNY Investment Advisers sold out of Coastal Financial (CCB) in Q3 2025, closing a stake of 2,000 shares — an estimated $193K sold.

FNY Investment Advisers first reported a position in CCB in Q4 2024 and held it in 3 quarters. The position peaked at $415K in Q1 2025. 186 funds tracked by Wall St. Rank hold CCB as of Q3 2025.

  • FNY Investment Advisers reported no remaining Coastal Financial position as of Q3 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 2,000 Coastal Financial shares in Q3 2025, an estimated $193K.
  • FNY Investment Advisers first reported a position in Coastal Financial in Q4 2024 and held it in 3 quarters.
  • FNY Investment Advisers's Coastal Financial position peaked at $415K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2025.

Based on FNY Investment Advisers's 13F filing for Q3 2025, filed 15 Dec 2025.