GLA
CCB icon

Great Lakes Advisors’s Coastal Financial CCB Stock Holding History

Great Lakes Advisors’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
-23,321
Closed -$1.77M – 835
2026
Q1 		$1.77M Buy
23,321
+6,987
+43% +$631K 0.01% 432
2025
Q4 		$1.87M Sell
16,334
-7,031
-30% -$767K 0.02% 430
2025
Q3 		$2.53M Sell
23,365
-23,411
-50% -$2.48M 0.02% 390
2025
Q2 		$4.53M Sell
46,776
-3,137
-6% -$270K 0.04% 306
2025
Q1 		$4.51M Buy
+49,913
New +$4.36M 0.04% 292

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

Great Lakes Advisors's CCB Position: Q2 2026 in Review

Great Lakes Advisors sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 23,321 shares — an estimated $1.77M sold.

Great Lakes Advisors first reported a position in CCB in Q1 2025 and held it in 5 quarters. The position peaked at $4.53M in Q2 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Great Lakes Advisors reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • Great Lakes Advisors sold 23,321 Coastal Financial shares in Q2 2026, an estimated $1.77M.
  • Great Lakes Advisors first reported a position in Coastal Financial in Q1 2025 and held it in 5 quarters.
  • Great Lakes Advisors's Coastal Financial position peaked at $4.53M in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.