Franklin Resources
CCB icon

Franklin Resources’s Coastal Financial CCB Stock Holding History

Franklin Resources’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 		$3.47M Buy
45,587
+10,902
+31% +$985K ﹤0.01% 1688
2025
Q4 		$3.97M Sell
34,685
-2,100
-6% -$229K ﹤0.01% 1514
2025
Q3 		$3.98M Sell
36,785
-4,101
-10% -$435K ﹤0.01% 1510
2025
Q2 		$3.96M Sell
40,886
-2,200
-5% -$190K ﹤0.01% 1450
2025
Q1 		$3.9M Sell
43,086
-2,800
-6% -$245K ﹤0.01% 1432
2024
Q4 		$3.9M Buy
45,886
+400
+0.9% +$27.9K ﹤0.01% 1459
2024
Q3 		$2.62M Sell
45,486
-2,301
-5% -$115K ﹤0.01% 1643
2024
Q2 		$2.2M Sell
47,787
-11,503
-19% -$484K ﹤0.01% 1660
2024
Q1 		$2.3M Buy
59,290
+54,257
+1,078% +$2.15M ﹤0.01% 1671
2023
Q4 		$224K Hold
5,033
– – ﹤0.01% 2309
2023
Q3 		$216K Buy
+5,033
New +$218K ﹤0.01% 2298

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources's CCB Position: Q1 2026 in Review

Franklin Resources increased its Coastal Financial (CCB) stake by 31% in Q1 2026, buying an estimated $985K and bringing the position to 45,587 shares worth $3.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Franklin Resources first reported a position in CCB in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.98M in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Franklin Resources held 45,587 shares of Coastal Financial worth $3.47M as of Q1 2026.
  • Franklin Resources bought 10,902 Coastal Financial shares in Q1 2026, an estimated $985K.
  • Coastal Financial made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #1688 holding.
  • Franklin Resources first reported a position in Coastal Financial in Q3 2023 and has held it in 11 quarters since.
  • Franklin Resources's Coastal Financial position peaked at $3.98M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.