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Larson Financial Group’s Coastal Financial CCB Stock Holding History

Larson Financial Group’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 		$543 Buy
+7
New +$526 ﹤0.01% 3468

Other funds holding CCB

T. Rowe Price Investment Management
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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

Larson Financial Group's CCB Position: Q2 2026 in Review

Larson Financial Group opened a new position in Coastal Financial (CCB) in Q2 2026: 7 shares worth $543. The stake represents ﹤0.01% of the portfolio and ranks #3468 among its holdings.

195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Larson Financial Group held 7 shares of Coastal Financial worth $543 as of Q2 2026.
  • Coastal Financial was a new Larson Financial Group position in Q2 2026.
  • Coastal Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3468 holding.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.