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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
Q2 		– Sell
-3,536
Closed -$269K – 1061
2026
Q1 		$269K Buy
+3,536
New +$320K ﹤0.01% 702

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American Century Companies
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Fidelity Investments
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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Freestone Grove Partners's CCB Position: Q2 2026 in Review

Freestone Grove Partners sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 3,536 shares — an estimated $269K sold.

Freestone Grove Partners first reported a position in CCB in Q1 2026 and held it in 1 quarter. The position peaked at $269K in Q1 2026. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Freestone Grove Partners reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 3,536 Coastal Financial shares in Q2 2026, an estimated $269K.
  • Freestone Grove Partners first reported a position in Coastal Financial in Q1 2026 and held it in 1 quarter.
  • Freestone Grove Partners's Coastal Financial position peaked at $269K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.