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Freestone Grove Partners’s Coastal Financial CCB Stock Holding History

Freestone Grove 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 		$269K Buy
+3,536
New +$320K ﹤0.01% 702

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freestone Grove Partners's CCB Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Coastal Financial (CCB) in Q1 2026: 3,536 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings.

182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Freestone Grove Partners held 3,536 shares of Coastal Financial worth $269K as of Q1 2026.
  • Coastal Financial was a new Freestone Grove Partners position in Q1 2026.
  • Coastal Financial made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #702 holding.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.