Loomis, Sayles & Company
CCB icon

Loomis, Sayles & Company’s Coastal Financial CCB Stock Holding History

Loomis, Sayles & Company’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 		$22M Sell
284,468
-20,320
-7% -$1.53M 0.03% 237
2026
Q1 		$23.2M Sell
304,788
-25,442
-8% -$2.3M 0.03% 219
2025
Q4 		$37.8M Buy
330,230
+100,661
+44% +$11M 0.05% 144
2025
Q3 		$24.8M Buy
+229,569
New +$24.3M 0.03% 207

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

Loomis, Sayles & Company's CCB Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its Coastal Financial (CCB) stake by 6.7% in Q2 2026, selling an estimated $1.53M and leaving 284,468 shares worth $22M. The position accounts for 0.03% of the portfolio, ranked #237.

Loomis, Sayles & Company first reported a position in CCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.8M in Q4 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Loomis, Sayles & Company held 284,468 shares of Coastal Financial worth $22M as of Q2 2026.
  • Loomis, Sayles & Company sold 20,320 Coastal Financial shares in Q2 2026, an estimated $1.53M.
  • Coastal Financial made up 0.03% of Loomis, Sayles & Company's portfolio in Q2 2026, its #237 holding.
  • Loomis, Sayles & Company first reported a position in Coastal Financial in Q3 2025 and has held it in 4 quarters since.
  • Loomis, Sayles & Company's Coastal Financial position peaked at $37.8M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.