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John Overdeck’s Coastal Financial CCB Stock Holding History

John Overdeck’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 		$249K Sell
3,213
-587
-15% -$44.1K ﹤0.01% 4640
2026
Q1 		$289K Sell
3,800
-258
-6% -$23.3K ﹤0.01% 4096
2025
Q4 		$465K Sell
4,058
-15,632
-79% -$1.71M ﹤0.01% 3345
2025
Q3 		$2.13M Sell
19,690
-7,615
-28% -$807K ﹤0.01% 2088
2025
Q2 		$2.65M Buy
27,305
+7,208
+36% +$621K ﹤0.01% 1636
2025
Q1 		$1.82M Sell
20,097
-23,584
-54% -$2.06M ﹤0.01% 1793
2024
Q4 		$3.71M Buy
43,681
+14,494
+50% +$1.01M 0.01% 1285
2024
Q3 		$1.58M Buy
29,187
+8,183
+39% +$410K ﹤0.01% 1816
2024
Q2 		$969K Sell
21,004
-6,940
-25% -$292K ﹤0.01% 1997
2024
Q1 		$1.09M Buy
27,944
+2,234
+9% +$88.4K ﹤0.01% 1910
2023
Q4 		$1.14M Buy
25,710
+1,120
+5% +$46.2K ﹤0.01% 2000
2023
Q3 		$1.06M Sell
24,590
-5,334
-18% -$232K ﹤0.01% 1899
2023
Q2 		$1.13M Sell
29,924
-11,499
-28% -$411K ﹤0.01% 1880
2023
Q1 		$1.49M Sell
41,423
-8,247
-17% -$355K ﹤0.01% 1617
2022
Q4 		$2.36M Buy
49,670
+1,139
+2% +$52.8K 0.01% 1228
2022
Q3 		$1.93M Buy
48,531
+8,518
+21% +$344K 0.01% 1165
2022
Q2 		$1.52M Sell
40,013
-6,317
-14% -$254K 0.01% 1337
2022
Q1 		$2.12M Buy
46,330
+28,744
+163% +$1.4M 0.01% 1328
2021
Q4 		$890K Buy
+17,586
New +$728K ﹤0.01% 2666

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

John Overdeck's CCB Position: Q2 2026 in Review

John Overdeck reduced its Coastal Financial (CCB) stake by 15% in Q2 2026, selling an estimated $44.1K and leaving 3,213 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #4640.

John Overdeck first reported a position in CCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q4 2024. 193 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • John Overdeck held 3,213 shares of Coastal Financial worth $249K as of Q2 2026.
  • John Overdeck sold 587 Coastal Financial shares in Q2 2026, an estimated $44.1K.
  • Coastal Financial made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4640 holding.
  • John Overdeck first reported a position in Coastal Financial in Q4 2021 and has held it in 19 quarters since.
  • John Overdeck's Coastal Financial position peaked at $3.71M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.