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Hamilton Capital Partners (Canada)’s Coastal Financial CCB Stock Holding History

Hamilton Capital Partners (Canada)’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 		$199K Buy
2,571
+121
+5% +$9.09K 0.01% 190
2026
Q1 		$186K Buy
2,450
+1,054
+76% +$95.2K 0.01% 205
2025
Q4 		$160K Buy
+1,396
New +$152K 0.01% 212

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s CCB Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) increased its Coastal Financial (CCB) stake by 4.9% in Q2 2026, buying an estimated $9.09K and bringing the position to 2,571 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #190.

Hamilton Capital Partners (Canada) first reported a position in CCB in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 2,571 shares of Coastal Financial worth $199K as of Q2 2026.
  • Hamilton Capital Partners (Canada) bought 121 Coastal Financial shares in Q2 2026, an estimated $9.09K.
  • Coastal Financial made up 0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #190 holding.
  • Hamilton Capital Partners (Canada) first reported a position in Coastal Financial in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.