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Lindbrook Capital’s Coastal Financial CCB Stock Holding History

Lindbrook Capital’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
2025
Q1 		$18.8K Buy
208
+4
+2% +$350 ﹤0.01% 1382
2024
Q4 		$17.3K Hold
204
– – ﹤0.01% 1363
2024
Q3 		$11K Hold
204
– – ﹤0.01% 1624
2024
Q2 		$9.41K Buy
+204
New +$8.58K ﹤0.01% 1655
2022
Q4 		– Sell
-60
Closed -$2K – 2851
2022
Q3 		$2K Buy
60
+44
+275% +$1.78K ﹤0.01% 2012
2022
Q2 		$1K Buy
+16
New +$643 ﹤0.01% 2173

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Lindbrook Capital's CCB Position: Q1 2025 in Review

Lindbrook Capital increased its Coastal Financial (CCB) stake by 2% in Q1 2025, buying an estimated $350 and bringing the position to 208 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Lindbrook Capital first reported a position in CCB in Q2 2022 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold CCB as of Q1 2025.

  • Lindbrook Capital held 208 shares of Coastal Financial worth $18.8K as of Q1 2025.
  • Lindbrook Capital bought 4 Coastal Financial shares in Q1 2025, an estimated $350.
  • Coastal Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1382 holding.
  • Lindbrook Capital first reported a position in Coastal Financial in Q2 2022 and has held it in 6 quarters since.
  • 177 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.