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
Q2 		$3.49M Sell
45,087
-500
-1% -$37.6K ﹤0.01% 1784
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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources's CCB Position: Q2 2026 in Review

Franklin Resources reduced its Coastal Financial (CCB) stake by 1.1% in Q2 2026, selling an estimated $37.6K and leaving 45,087 shares worth $3.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Franklin Resources first reported a position in CCB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.98M in Q3 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Franklin Resources held 45,087 shares of Coastal Financial worth $3.49M as of Q2 2026.
  • Franklin Resources sold 500 Coastal Financial shares in Q2 2026, an estimated $37.6K.
  • Coastal Financial made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1784 holding.
  • Franklin Resources first reported a position in Coastal Financial in Q3 2023 and has held it in 12 quarters since.
  • Franklin Resources's Coastal Financial position peaked at $3.98M in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.