IIM
CCB icon

INTECH Investment Management’s Coastal Financial CCB Stock Holding History

INTECH Investment Management’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
-2,865
Closed -$218K – 2133
2026
Q1 		$218K Sell
2,865
-2,137
-43% -$193K ﹤0.01% 1715
2025
Q4 		$573K Hold
5,002
– – 0.01% 1436
2025
Q3 		$541K Sell
5,002
-2,053
-29% -$218K ﹤0.01% 1535
2025
Q2 		$683K Sell
7,055
-692
-9% -$59.6K 0.01% 1431
2025
Q1 		$700K Buy
7,747
+2,923
+61% +$255K 0.01% 1419
2024
Q4 		$410K Buy
+4,824
New +$337K ﹤0.01% 1676

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

INTECH Investment Management's CCB Position: Q2 2026 in Review

INTECH Investment Management sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 2,865 shares — an estimated $218K sold.

INTECH Investment Management first reported a position in CCB in Q4 2024 and held it in 6 quarters. The position peaked at $700K in Q1 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • INTECH Investment Management reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • INTECH Investment Management sold 2,865 Coastal Financial shares in Q2 2026, an estimated $218K.
  • INTECH Investment Management first reported a position in Coastal Financial in Q4 2024 and held it in 6 quarters.
  • INTECH Investment Management's Coastal Financial position peaked at $700K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.