KPP
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Kings Path Partners’s Coastal Financial CCB Stock Holding History

Kings Path Partners’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 		$234K Hold
3,025
– – 0.06% 110
2026
Q1 		$230K Hold
3,025
– – 0.08% 103
2025
Q4 		$347K Hold
3,025
– – 0.12% 81
2025
Q3 		$327K Buy
+3,025
New +$321K 0.12% 82

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

Kings Path Partners's CCB Position: Q2 2026 in Review

Kings Path Partners held its Coastal Financial (CCB) position steady in Q2 2026 at 3,025 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #110.

Kings Path Partners first reported a position in CCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $347K in Q4 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Kings Path Partners held 3,025 shares of Coastal Financial worth $234K as of Q2 2026.
  • Kings Path Partners left its Coastal Financial share count unchanged in Q2 2026.
  • Coastal Financial made up 0.06% of Kings Path Partners's portfolio in Q2 2026, its #110 holding.
  • Kings Path Partners first reported a position in Coastal Financial in Q3 2025 and has held it in 4 quarters since.
  • Kings Path Partners's Coastal Financial position peaked at $347K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.