Jim Simons
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Jim Simons’s Coastal Financial CCB Stock Holding History

Jim Simons’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
Q1 		$1.72M Buy
+22,600
New +$2.04M ﹤0.01% 1979
2024
Q1 		– Sell
-5,474
Closed -$243K – 3739
2023
Q4 		$243K Sell
5,474
-5,000
-48% -$206K ﹤0.01% 3066
2023
Q3 		$449K Sell
10,474
-21,733
-67% -$943K ﹤0.01% 2753
2023
Q2 		$1.21M Sell
32,207
-2,567
-7% -$91.7K ﹤0.01% 2345
2023
Q1 		$1.25M Buy
34,774
+2,200
+7% +$94.7K ﹤0.01% 2328
2022
Q4 		$1.55M Sell
32,574
-32,800
-50% -$1.52M ﹤0.01% 2241
2022
Q3 		$2.6M Sell
65,374
-30,800
-32% -$1.24M ﹤0.01% 1856
2022
Q2 		$3.67M Buy
96,174
+15,900
+20% +$638K ﹤0.01% 1778
2022
Q1 		$3.67M Buy
80,274
+31,100
+63% +$1.51M ﹤0.01% 1792
2021
Q4 		$2.49M Sell
49,174
-19,000
-28% -$787K ﹤0.01% 1975
2021
Q3 		$2.17M Buy
68,174
+8,700
+15% +$259K ﹤0.01% 2027
2021
Q2 		$1.7M Buy
59,474
+597
+1% +$17.5K ﹤0.01% 2371
2021
Q1 		$1.54M Sell
58,877
-6,800
-10% -$168K ﹤0.01% 2390
2020
Q4 		$1.38M Sell
65,677
-7,500
-10% -$134K ﹤0.01% 2340
2020
Q3 		$896K Sell
73,177
-7,400
-9% -$102K ﹤0.01% 2574
2020
Q2 		$1.17M Sell
80,577
-18,463
-19% -$243K ﹤0.01% 2465
2020
Q1 		$1.04M Sell
99,040
-21,737
-18% -$340K ﹤0.01% 2402
2019
Q4 		$1.99M Buy
120,777
+14,334
+13% +$232K ﹤0.01% 2332
2019
Q3 		$1.61M Buy
+106,443
New +$1.62M ﹤0.01% 2392

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jim Simons's CCB Position: Q1 2026 in Review

Jim Simons opened a new position in Coastal Financial (CCB) in Q1 2026: 22,600 shares worth $1.72M. The stake represents ﹤0.01% of the portfolio and ranks #1979 among its holdings. This is a return to the name: Jim Simons previously reported a position in CCB as recently as Q4 2023.

Jim Simons first reported a position in CCB in Q3 2019 and has held it in 19 quarters since. The position peaked at $3.67M in Q1 2022. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Jim Simons held 22,600 shares of Coastal Financial worth $1.72M as of Q1 2026.
  • Coastal Financial was a new Jim Simons position in Q1 2026.
  • Coastal Financial made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1979 holding.
  • Jim Simons first reported a position in Coastal Financial in Q3 2019 and has held it in 19 quarters since.
  • Jim Simons's Coastal Financial position peaked at $3.67M in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.