KK
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KLP Kapitalforvaltning’s Coastal Financial CCB Stock Holding History

KLP Kapitalforvaltning’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 		$221K Hold
2,900
– – ﹤0.01% 1783
2025
Q4 		$332K Buy
2,900
+200
+7% +$21.8K ﹤0.01% 1611
2025
Q3 		$292K Hold
2,700
– – ﹤0.01% 1665
2025
Q2 		$262K Buy
2,700
+600
+29% +$51.7K ﹤0.01% 1659
2025
Q1 		$190K Hold
2,100
– – ﹤0.01% 1770
2024
Q4 		$178K Buy
+2,100
New +$147K ﹤0.01% 1871

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $194B AUM 35% 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 $481B AUM 30.42% 1-Year Est. Return

KLP Kapitalforvaltning's CCB Position: Q1 2026 in Review

KLP Kapitalforvaltning held its Coastal Financial (CCB) position steady in Q1 2026 at 2,900 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

KLP Kapitalforvaltning first reported a position in CCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $332K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • KLP Kapitalforvaltning held 2,900 shares of Coastal Financial worth $221K as of Q1 2026.
  • KLP Kapitalforvaltning left its Coastal Financial share count unchanged in Q1 2026.
  • Coastal Financial made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q1 2026, its #1783 holding.
  • KLP Kapitalforvaltning first reported a position in Coastal Financial in Q4 2024 and has held it in 6 quarters since.
  • KLP Kapitalforvaltning's Coastal Financial position peaked at $332K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q1 2026, filed 29 Apr 2026.