Goldman Sachs
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Goldman Sachs’s Coastal Financial CCB Stock Holding History

Goldman Sachs’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 		$6.53M Buy
85,788
+27,978
+48% +$2.53M ﹤0.01% 3447
2025
Q4 		$6.62M Sell
57,810
-34,493
-37% -$3.76M ﹤0.01% 3489
2025
Q3 		$9.98M Buy
92,303
+8,056
+10% +$854K ﹤0.01% 2968
2025
Q2 		$8.16M Buy
84,247
+10,744
+15% +$926K ﹤0.01% 2945
2025
Q1 		$6.65M Buy
73,503
+22,725
+45% +$1.99M ﹤0.01% 3075
2024
Q4 		$4.31M Sell
50,778
-454
-0.9% -$31.7K ﹤0.01% 3592
2024
Q3 		$2.77M Buy
51,232
+18,231
+55% +$914K ﹤0.01% 3856
2024
Q2 		$1.52M Buy
33,001
+7,166
+28% +$301K ﹤0.01% 4139
2024
Q1 		$1M Buy
25,835
+7,136
+38% +$282K ﹤0.01% 4350
2023
Q4 		$830K Sell
18,699
-2,172
-10% -$89.7K ﹤0.01% 4485
2023
Q3 		$896K Sell
20,871
-4,088
-16% -$177K ﹤0.01% 4344
2023
Q2 		$940K Sell
24,959
-972
-4% -$34.7K ﹤0.01% 4380
2023
Q1 		$934K Buy
25,931
+12,729
+96% +$548K ﹤0.01% 4419
2022
Q4 		$627K Sell
13,202
-23,032
-64% -$1.07M ﹤0.01% 4726
2022
Q3 		$1.44M Buy
36,234
+8,565
+31% +$346K ﹤0.01% 4243
2022
Q2 		$1.05M Sell
27,669
-1,658
-6% -$66.6K ﹤0.01% 4572
2022
Q1 		$1.34M Buy
29,327
+24,318
+485% +$1.18M ﹤0.01% 4589
2021
Q4 		$254K Sell
5,009
-1,287
-20% -$53.3K ﹤0.01% 5757
2021
Q3 		$201K Buy
+6,296
New +$188K ﹤0.01% 5723
2020
Q4 		– Sell
-13,033
Closed -$160K – 5496
2020
Q3 		$160K Buy
+13,033
New +$180K ﹤0.01% 4983

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs's CCB Position: Q1 2026 in Review

Goldman Sachs increased its Coastal Financial (CCB) stake by 48% in Q1 2026, buying an estimated $2.53M and bringing the position to 85,788 shares worth $6.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

Goldman Sachs first reported a position in CCB in Q3 2020 and has held it in 20 quarters since. The position peaked at $9.98M in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Goldman Sachs held 85,788 shares of Coastal Financial worth $6.53M as of Q1 2026.
  • Goldman Sachs bought 27,978 Coastal Financial shares in Q1 2026, an estimated $2.53M.
  • Coastal Financial made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #3447 holding.
  • Goldman Sachs first reported a position in Coastal Financial in Q3 2020 and has held it in 20 quarters since.
  • Goldman Sachs's Coastal Financial position peaked at $9.98M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.