Harbor Capital Advisors’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5K Hold
70
﹤0.01% 1123
2026
Q1
$5K Buy
70
+10
+17% +$904 ﹤0.01% 1118
2025
Q4
$7K Sell
60
-1
-2% -$109 ﹤0.01% 1034
2025
Q3
$7K Buy
61
+34
+126% +$3.6K ﹤0.01% 1045
2025
Q2
$3K Hold
27
﹤0.01% 1255
2025
Q1
$2K Sell
27
-76
-74% -$6.64K ﹤0.01% 1337
2024
Q4
$9K Buy
103
+20
+24% +$1.4K ﹤0.01% 988
2024
Q3
$4K Buy
+83
New +$4.16K ﹤0.01% 1149

Other funds holding CCB

Harbor Capital Advisors's CCB Position: Q2 2026 in Review

Harbor Capital Advisors held its Coastal Financial (CCB) position steady in Q2 2026 at 70 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Harbor Capital Advisors first reported a position in CCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $9K in Q4 2024. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Harbor Capital Advisors held 70 shares of Coastal Financial worth $5K as of Q2 2026.
  • Harbor Capital Advisors left its Coastal Financial share count unchanged in Q2 2026.
  • Coastal Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #1123 holding.
  • Harbor Capital Advisors first reported a position in Coastal Financial in Q3 2024 and has held it in 8 quarters since.
  • Harbor Capital Advisors's Coastal Financial position peaked at $9K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.