Legal & General Group
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Legal & General Group’s Coastal Financial CCB Stock Holding History

Legal & General 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
Q1 		$750K Sell
9,855
-2,711
-22% -$245K ﹤0.01% 2235
2025
Q4 		$1.44M Sell
12,566
-2,008
-14% -$219K ﹤0.01% 2099
2025
Q3 		$1.58M Buy
14,574
+425
+3% +$45K ﹤0.01% 2077
2025
Q2 		$1.37M Buy
14,149
+2,834
+25% +$244K ﹤0.01% 2132
2025
Q1 		$1.02M Sell
11,315
-328
-3% -$28.7K ﹤0.01% 2182
2024
Q4 		$989K Buy
11,643
+1,505
+15% +$105K ﹤0.01% 2247
2024
Q3 		$547K Buy
10,138
+2,250
+29% +$113K ﹤0.01% 2434
2024
Q2 		$364K Buy
7,888
+22
+0.3% +$925 ﹤0.01% 2533
2024
Q1 		$306K Sell
7,866
-27
-0.3% -$1.07K ﹤0.01% 2600
2023
Q4 		$351K Sell
7,893
-37
-0.5% -$1.53K ﹤0.01% 2578
2023
Q3 		$340K Sell
7,930
-97
-1% -$4.21K ﹤0.01% 2586
2023
Q2 		$302K Buy
8,027
+3,645
+83% +$130K ﹤0.01% 2624
2023
Q1 		$158K Buy
4,382
+262
+6% +$11.3K ﹤0.01% 2661
2022
Q4 		$196K Buy
4,120
+2,892
+236% +$134K ﹤0.01% 2612
2022
Q3 		$49K Buy
1,228
+124
+11% +$5K ﹤0.01% 2977
2022
Q2 		$42K Buy
1,104
+100
+10% +$4.02K ﹤0.01% 3027
2022
Q1 		$46K Buy
1,004
+115
+13% +$5.59K ﹤0.01% 3016
2021
Q4 		$45K Hold
889
– – ﹤0.01% 3050
2021
Q3 		$28K Hold
889
– – ﹤0.01% 3147
2021
Q2 		$25K Buy
889
+48
+6% +$1.41K ﹤0.01% 3209
2021
Q1 		$22K Hold
841
– – ﹤0.01% 3090
2020
Q4 		$18K Hold
841
– – ﹤0.01% 3129
2020
Q3 		$10K Sell
841
-227
-21% -$3.14K ﹤0.01% 3220
2020
Q2 		$16K Sell
1,068
-148
-12% -$1.95K ﹤0.01% 3150
2020
Q1 		$14K Sell
1,216
-406
-25% -$6.35K ﹤0.01% 3046
2019
Q4 		$27K Buy
1,622
+186
+13% +$3.01K ﹤0.01% 3091
2019
Q3 		$22K Hold
1,436
– – ﹤0.01% 3102
2019
Q2 		$22K Buy
1,436
+524
+57% +$8.53K ﹤0.01% 3157
2019
Q1 		$15K Hold
912
– – ﹤0.01% 3167
2018
Q4 		$14K Hold
912
– – ﹤0.01% 3200
2018
Q3 		$15K Buy
+912
New +$15.1K ﹤0.01% 3267

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

Legal & General Group's CCB Position: Q1 2026 in Review

Legal & General Group reduced its Coastal Financial (CCB) stake by 22% in Q1 2026, selling an estimated $245K and leaving 9,855 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Legal & General Group first reported a position in CCB in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.58M in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Legal & General Group held 9,855 shares of Coastal Financial worth $750K as of Q1 2026.
  • Legal & General Group sold 2,711 Coastal Financial shares in Q1 2026, an estimated $245K.
  • Coastal Financial made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2235 holding.
  • Legal & General Group first reported a position in Coastal Financial in Q3 2018 and has held it in 31 quarters since.
  • Legal & General Group's Coastal Financial position peaked at $1.58M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.