GAMMA Investing’s Coastal Financial CCB Stock Holding History

GAMMA Investing’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	-38	Closed	-$4.35K	–	4130
2025 Q4	$4.35K	Buy	38 +6	+19%	+$655	﹤0.01%	3345
2025 Q3	$3.46K	Sell	32 -2	-6%	-$212	﹤0.01%	3309
2025 Q2	$3.29K	Sell	34 -5	-13%	-$431	﹤0.01%	3265
2025 Q1	$3.53K	Buy	39 +32	+457%	+$2.8K	﹤0.01%	3223
2024 Q4	$594	Buy	+7	New	+$488	﹤0.01%	3541

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GAMMA Investing's CCB Position: Q1 2026 in Review

GAMMA Investing sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 38 shares — an estimated $4.35K sold.

GAMMA Investing first reported a position in CCB in Q4 2024 and held it in 5 quarters. The position peaked at $4.35K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

GAMMA Investing reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
GAMMA Investing sold 38 Coastal Financial shares in Q1 2026, an estimated $4.35K.
GAMMA Investing first reported a position in Coastal Financial in Q4 2024 and held it in 5 quarters.
GAMMA Investing's Coastal Financial position peaked at $4.35K in Q4 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on GAMMA Investing's 13F filing for Q1 2026, filed 6 Apr 2026.