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GW&K Investment Management’s Coastal Financial CCB Stock Holding History

GW&K Investment 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
Q1 		$13.8M Sell
181,988
-15,841
-8% -$1.43M 0.12% 237
2025
Q4 		$22.7M Buy
197,829
+12,426
+7% +$1.36M 0.2% 188
2025
Q3 		$20.1M Sell
185,403
-90,697
-33% -$9.61M 0.18% 197
2025
Q2 		$26.7M Sell
276,100
-1,850
-0.7% -$159K 0.24% 162
2025
Q1 		$25.1M Sell
277,950
-25,518
-8% -$2.23M 0.23% 167
2024
Q4 		$25.8M Sell
303,468
-5,715
-2% -$399K 0.22% 172
2024
Q3 		$16.7M Buy
309,183
+4,500
+1% +$226K 0.14% 222
2024
Q2 		$14.1M Buy
304,683
+20,629
+7% +$868K 0.13% 226
2024
Q1 		$11M Sell
284,054
-5,050
-2% -$200K 0.1% 251
2023
Q4 		$12.8M Sell
289,104
-13,420
-4% -$554K 0.12% 226
2023
Q3 		$13M Buy
302,524
+55,225
+22% +$2.4M 0.13% 215
2023
Q2 		$9.31M Buy
247,299
+79,143
+47% +$2.83M 0.09% 234
2023
Q1 		$6.05M Buy
168,156
+22,142
+15% +$954K 0.06% 255
2022
Q4 		$6.94M Buy
+146,014
New +$6.77M 0.07% 240

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

GW&K Investment Management's CCB Position: Q1 2026 in Review

GW&K Investment Management reduced its Coastal Financial (CCB) stake by 8% in Q1 2026, selling an estimated $1.43M and leaving 181,988 shares worth $13.8M. The position accounts for 0.12% of the portfolio, ranked #237.

GW&K Investment Management first reported a position in CCB in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.7M in Q2 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • GW&K Investment Management held 181,988 shares of Coastal Financial worth $13.8M as of Q1 2026.
  • GW&K Investment Management sold 15,841 Coastal Financial shares in Q1 2026, an estimated $1.43M.
  • Coastal Financial made up 0.12% of GW&K Investment Management's portfolio in Q1 2026, its #237 holding.
  • GW&K Investment Management first reported a position in Coastal Financial in Q4 2022 and has held it in 14 quarters since.
  • GW&K Investment Management's Coastal Financial position peaked at $26.7M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.