Los Angeles Capital Management’s Coastal Financial CCB Stock Holding History

Los Angeles Capital Management’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	$6.09K	Hold	80	–	–	﹤0.01%	2077
2025 Q4	$8.35K	Buy	+80	New	+$8.73K	﹤0.01%	2138
2025 Q2	–	Sell	-7,534	Closed	-$681K	–	1353
2025 Q1	$681K	Sell	7,534 -21,303	-74%	-$1.86M	﹤0.01%	671
2024 Q4	$2.45M	Sell	28,837 -28,520	-50%	-$1.99M	0.01%	401
2024 Q3	$3.1M	Buy	57,357 +25,482	+80%	+$1.28M	0.01%	374
2024 Q2	$1.47M	Sell	31,875 -3,560	-10%	-$150K	0.01%	526
2024 Q1	$1.38M	Hold	35,435	–	–	﹤0.01%	588
2023 Q4	$1.57M	Hold	35,435	–	–	0.01%	534
2023 Q3	$1.52M	Hold	35,435	–	–	0.01%	515
2023 Q2	$1.33M	Hold	35,435	–	–	0.01%	584
2023 Q1	$1.28M	Sell	35,435 -1,081	-3%	-$46.6K	0.01%	600
2022 Q4	$1.74M	Buy	36,516 +28,660	+365%	+$1.33M	0.01%	552
2022 Q3	$312K	Hold	7,856	–	–	﹤0.01%	1061
2022 Q2	$299K	Buy	+7,856	New	+$315K	﹤0.01%	1147

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Los Angeles Capital Management's CCB Position: Q1 2026 in Review

Los Angeles Capital Management held its Coastal Financial (CCB) position steady in Q1 2026 at 80 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Los Angeles Capital Management first reported a position in CCB in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.1M in Q3 2024. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Los Angeles Capital Management held 80 shares of Coastal Financial worth $6.09K as of Q1 2026.
Los Angeles Capital Management left its Coastal Financial share count unchanged in Q1 2026.
Coastal Financial made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #2077 holding.
Los Angeles Capital Management first reported a position in Coastal Financial in Q2 2022 and has held it in 14 quarters since.
Los Angeles Capital Management's Coastal Financial position peaked at $3.1M in Q3 2024.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.