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Global Retirement Partners’s Coastal Financial CCB Stock Holding History

Global Retirement 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
2025
Q4 		$74.4K Buy
649
+84
+15% +$9.16K ﹤0.01% 2100
2025
Q3 		$61.1K Hold
565
– – ﹤0.01% 1788
2025
Q2 		$54.7K Buy
+565
New +$48.7K ﹤0.01% 1723

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Vanguard Group
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ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Global Retirement Partners's CCB Position: Q4 2025 in Review

Global Retirement Partners increased its Coastal Financial (CCB) stake by 15% in Q4 2025, buying an estimated $9.16K and bringing the position to 649 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Global Retirement Partners first reported a position in CCB in Q2 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold CCB as of Q4 2025.

  • Global Retirement Partners held 649 shares of Coastal Financial worth $74.4K as of Q4 2025.
  • Global Retirement Partners bought 84 Coastal Financial shares in Q4 2025, an estimated $9.16K.
  • Coastal Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2100 holding.
  • Global Retirement Partners first reported a position in Coastal Financial in Q2 2025 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.