Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Coastal Financial CCB Stock Holding History

Jacobs Levy Equity 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
2025
Q4 		– Sell
-15,276
Closed -$1.65M – 939
2025
Q3 		$1.65M Sell
15,276
-819
-5% -$86.8K 0.01% 626
2025
Q2 		$1.56M Sell
16,095
-81
-0.5% -$6.98K 0.01% 673
2025
Q1 		$1.46M Sell
16,176
-4,070
-20% -$356K 0.01% 728
2024
Q4 		$1.72M Sell
20,246
-469
-2% -$32.7K 0.01% 625
2024
Q3 		$1.12M Sell
20,715
-247
-1% -$12.4K ﹤0.01% 703
2024
Q2 		$967K Sell
20,962
-2,153
-9% -$90.6K ﹤0.01% 750
2024
Q1 		$898K Sell
23,115
-21
-0.1% -$831 ﹤0.01% 733
2023
Q4 		$1.03M Sell
23,136
-6,640
-22% -$274K 0.01% 711
2023
Q3 		$1.28M Sell
29,776
-20,239
-40% -$879K 0.01% 633
2023
Q2 		$1.88M Buy
50,015
+6,125
+14% +$219K 0.01% 584
2023
Q1 		$1.58M Buy
43,890
+30,039
+217% +$1.29M 0.01% 615
2022
Q4 		$658K Buy
13,851
+621
+5% +$28.8K ﹤0.01% 741
2022
Q3 		$526K Buy
+13,230
New +$534K ﹤0.01% 823
2020
Q3 		– Sell
-14,534
Closed -$211K – 1035
2020
Q2 		$211K Sell
14,534
-2,496
-15% -$32.9K ﹤0.01% 945
2020
Q1 		$179K Buy
17,030
+219
+1% +$3.42K ﹤0.01% 904
2019
Q4 		$277K Buy
+16,811
New +$272K ﹤0.01% 872

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Jacobs Levy Equity Management's CCB Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Coastal Financial (CCB) in Q4 2025, closing a stake of 15,276 shares — an estimated $1.65M sold.

Jacobs Levy Equity Management first reported a position in CCB in Q4 2019 and held it in 16 quarters. The position peaked at $1.88M in Q2 2023. 208 funds tracked by Wall St. Rank hold CCB as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining Coastal Financial position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 15,276 Coastal Financial shares in Q4 2025, an estimated $1.65M.
  • Jacobs Levy Equity Management first reported a position in Coastal Financial in Q4 2019 and held it in 16 quarters.
  • Jacobs Levy Equity Management's Coastal Financial position peaked at $1.88M in Q2 2023.
  • 208 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.