HSBC Holdings
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HSBC Holdings’s Coastal Financial CCB Stock Holding History

HSBC Holdings’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 		$876K Buy
+11,283
New +$848K ﹤0.01% 2017
2025
Q1 		– Sell
-4,250
Closed -$355K – 3064
2024
Q4 		$355K Sell
4,250
-1,928
-31% -$135K ﹤0.01% 2389
2024
Q3 		$338K Sell
6,178
-1,607
-21% -$80.6K ﹤0.01% 2257
2024
Q2 		$358K Sell
7,785
-686
-8% -$28.9K ﹤0.01% 2169
2024
Q1 		$329K Buy
8,471
+2,838
+50% +$112K ﹤0.01% 2387
2023
Q4 		$252K Buy
+5,633
New +$233K ﹤0.01% 2363
2022
Q4 		– Sell
-7,516
Closed -$301K – 3060
2022
Q3 		$301K Buy
+7,516
New +$303K ﹤0.01% 2419
2021
Q1 		– Sell
-13,915
Closed -$290K – 2767
2020
Q4 		$290K Buy
13,915
+229
+2% +$4.08K ﹤0.01% 2586
2020
Q3 		$172K Hold
13,686
– – ﹤0.01% 2511
2020
Q2 		$199K Sell
13,686
-994
-7% -$13.1K ﹤0.01% 2372
2020
Q1 		$154K Buy
14,680
+2,509
+21% +$39.2K ﹤0.01% 2377
2019
Q4 		$201K Sell
12,171
-5,563
-31% -$89.9K ﹤0.01% 2812
2019
Q3 		$268K Buy
+17,734
New +$270K ﹤0.01% 2699

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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HSBC Holdings's CCB Position: Q2 2026 in Review

HSBC Holdings opened a new position in Coastal Financial (CCB) in Q2 2026: 11,283 shares worth $876K. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in CCB as recently as Q4 2024.

HSBC Holdings first reported a position in CCB in Q3 2019 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • HSBC Holdings held 11,283 shares of Coastal Financial worth $876K as of Q2 2026.
  • Coastal Financial was a new HSBC Holdings position in Q2 2026.
  • Coastal Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2017 holding.
  • HSBC Holdings first reported a position in Coastal Financial in Q3 2019 and has held it in 13 quarters since.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.