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Integrated Wealth Concepts’s Coastal Financial CCB Stock Holding History

Integrated Wealth Concepts’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 		$78 Buy
+1
New +$75 ﹤0.01% 5824

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

Integrated Wealth Concepts's CCB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Coastal Financial (CCB) in Q2 2026: 1 share worth $78. The stake represents ﹤0.01% of the portfolio and ranks #5824 among its holdings.

194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Integrated Wealth Concepts held 1 share of Coastal Financial worth $78 as of Q2 2026.
  • Coastal Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Coastal Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5824 holding.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.