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Israel Englander’s Coastal Financial CCB Stock Holding History

Israel Englander’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 		$5.84M Sell
75,301
-25,884
-26% -$1.94M ﹤0.01% 2839
2026
Q1 		$7.7M Buy
+101,185
New +$9.14M ﹤0.01% 2447
2025
Q3 		– Sell
-3,431
Closed -$332K – 6062
2025
Q2 		$332K Buy
+3,431
New +$296K ﹤0.01% 5147
2024
Q4 		– Sell
-30,783
Closed -$1.66M – 5992
2024
Q3 		$1.66M Buy
30,783
+9,832
+47% +$493K ﹤0.01% 3871
2024
Q2 		$967K Sell
20,951
-77,299
-79% -$3.25M ﹤0.01% 4132
2024
Q1 		$3.82M Buy
98,250
+78,476
+397% +$3.1M ﹤0.01% 3147
2023
Q4 		$878K Buy
19,774
+7,720
+64% +$319K ﹤0.01% 4256
2023
Q3 		$517K Sell
12,054
-4,314
-26% -$187K ﹤0.01% 4636
2023
Q2 		$616K Sell
16,368
-2,861
-15% -$102K ﹤0.01% 4397
2023
Q1 		$692K Sell
19,229
-34,128
-64% -$1.47M ﹤0.01% 4396
2022
Q4 		$2.54M Sell
53,357
-9,192
-15% -$426K ﹤0.01% 3369
2022
Q3 		$2.49M Buy
62,549
+32,790
+110% +$1.32M ﹤0.01% 3546
2022
Q2 		$1.13M Buy
29,759
+16,288
+121% +$654K ﹤0.01% 4256
2022
Q1 		$616K Buy
+13,471
New +$655K ﹤0.01% 4951
2021
Q3 		– Sell
-10,590
Closed -$302K – 6809
2021
Q2 		$302K Buy
+10,590
New +$310K ﹤0.01% 5718
2020
Q1 		– Sell
-13,856
Closed -$228K – 3902
2019
Q4 		$228K Buy
+13,856
New +$224K ﹤0.01% 3810
2019
Q3 		– Sell
-46,015
Closed -$712K – 4193
2019
Q2 		$712K Buy
46,015
+15,607
+51% +$254K ﹤0.01% 3013
2019
Q1 		$517K Sell
30,408
-29,396
-49% -$464K ﹤0.01% 3242
2018
Q4 		$911K Sell
59,804
-15,945
-21% -$246K ﹤0.01% 2624
2018
Q3 		$1.29M Buy
+75,749
New +$1.25M ﹤0.01% 2729

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

Israel Englander's CCB Position: Q2 2026 in Review

Israel Englander reduced its Coastal Financial (CCB) stake by 26% in Q2 2026, selling an estimated $1.94M and leaving 75,301 shares worth $5.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

Israel Englander first reported a position in CCB in Q3 2018 and has held it in 20 quarters since. The position peaked at $7.7M in Q1 2026. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Israel Englander held 75,301 shares of Coastal Financial worth $5.84M as of Q2 2026.
  • Israel Englander sold 25,884 Coastal Financial shares in Q2 2026, an estimated $1.94M.
  • Coastal Financial made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #2839 holding.
  • Israel Englander first reported a position in Coastal Financial in Q3 2018 and has held it in 20 quarters since.
  • Israel Englander's Coastal Financial position peaked at $7.7M in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.