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Graham Capital Wealth Management’s Coastal Financial CCB Stock Holding History

Graham Capital Wealth Management’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 		$3.92M Buy
50,634
+755
+2% +$56.7K 3.03% 10
2026
Q1 		$3.8M Buy
+49,879
New +$4.51M 3.37% 12

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Graham Capital Wealth Management's CCB Position: Q2 2026 in Review

Graham Capital Wealth Management increased its Coastal Financial (CCB) stake by 1.5% in Q2 2026, buying an estimated $56.7K and bringing the position to 50,634 shares worth $3.92M. The position accounts for 3.03% of the portfolio, ranked #10.

Graham Capital Wealth Management first reported a position in CCB in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Graham Capital Wealth Management held 50,634 shares of Coastal Financial worth $3.92M as of Q2 2026.
  • Graham Capital Wealth Management bought 755 Coastal Financial shares in Q2 2026, an estimated $56.7K.
  • Coastal Financial made up 3.03% of Graham Capital Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Graham Capital Wealth Management first reported a position in Coastal Financial in Q1 2026 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.