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Harvest Investment Services’s Coastal Financial CCB Stock Holding History

Harvest Investment Services’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 		– Sell
-14,607
Closed -$1.67M – 354
2025
Q4 		$1.67M Buy
14,607
+464
+3% +$50.6K 0.32% 82
2025
Q3 		$1.53M Buy
+14,143
New +$1.5M 0.31% 93

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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

Harvest Investment Services's CCB Position: Q1 2026 in Review

Harvest Investment Services sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 14,607 shares — an estimated $1.67M sold.

Harvest Investment Services first reported a position in CCB in Q3 2025 and held it in 2 quarters. The position peaked at $1.67M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Harvest Investment Services reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Harvest Investment Services sold 14,607 Coastal Financial shares in Q1 2026, an estimated $1.67M.
  • Harvest Investment Services first reported a position in Coastal Financial in Q3 2025 and held it in 2 quarters.
  • Harvest Investment Services's Coastal Financial position peaked at $1.67M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.