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FourThought Financial Partners’s Coastal Financial CCB Stock Holding History

FourThought Financial Partners’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
Q1 		– Sell
-2,324
Closed -$266K – 409
2025
Q4 		$266K Buy
+2,324
New +$254K 0.02% 359

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FourThought Financial Partners's CCB Position: Q1 2026 in Review

FourThought Financial Partners sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 2,324 shares — an estimated $266K sold.

FourThought Financial Partners first reported a position in CCB in Q4 2025 and held it in 1 quarter. The position peaked at $266K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • FourThought Financial Partners reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 2,324 Coastal Financial shares in Q1 2026, an estimated $266K.
  • FourThought Financial Partners first reported a position in Coastal Financial in Q4 2025 and held it in 1 quarter.
  • FourThought Financial Partners's Coastal Financial position peaked at $266K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.