HCA
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Harbor Capital Advisors’s Coastal Financial CCB Stock Holding History

Harbor Capital 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
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

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

Harbor Capital Advisors's CCB Position: Q1 2026 in Review

Harbor Capital Advisors increased its Coastal Financial (CCB) stake by 17% in Q1 2026, buying an estimated $904 and bringing the position to 70 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Harbor Capital Advisors first reported a position in CCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $9K in Q4 2024. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Harbor Capital Advisors held 70 shares of Coastal Financial worth $5K as of Q1 2026.
  • Harbor Capital Advisors bought 10 Coastal Financial shares in Q1 2026, an estimated $904.
  • Coastal Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #1118 holding.
  • Harbor Capital Advisors first reported a position in Coastal Financial in Q3 2024 and has held it in 7 quarters since.
  • Harbor Capital Advisors's Coastal Financial position peaked at $9K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.