HFS
CCB icon

Hughes Financial Services’s Coastal Financial CCB Stock Holding History

Hughes Financial 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
Q2 		– Sell
-3
Closed -$228 – 1855
2026
Q1 		$228 Buy
+3
New +$271 ﹤0.01% 1066

Other funds holding CCB

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CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hughes Financial Services's CCB Position: Q2 2026 in Review

Hughes Financial Services sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 3 shares — an estimated $228 sold.

Hughes Financial Services first reported a position in CCB in Q1 2026 and held it in 1 quarter. The position peaked at $228 in Q1 2026. 18 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Hughes Financial Services reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • Hughes Financial Services sold 3 Coastal Financial shares in Q2 2026, an estimated $228.
  • Hughes Financial Services first reported a position in Coastal Financial in Q1 2026 and held it in 1 quarter.
  • Hughes Financial Services's Coastal Financial position peaked at $228 in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.