LPL Financial
CCB icon

LPL Financial’s Coastal Financial CCB Stock Holding History

LPL Financial’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 		$422K Buy
5,444
+304
+6% +$22.8K ﹤0.01% 5165
2026
Q1 		$391K Buy
5,140
+96
+2% +$8.68K ﹤0.01% 4984
2025
Q4 		$578K Buy
5,044
+1,233
+32% +$135K ﹤0.01% 4588
2025
Q3 		$412K Buy
3,811
+698
+22% +$74K ﹤0.01% 4788
2025
Q2 		$302K Buy
+3,113
New +$268K ﹤0.01% 4772

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

LPL Financial's CCB Position: Q2 2026 in Review

LPL Financial increased its Coastal Financial (CCB) stake by 5.9% in Q2 2026, buying an estimated $22.8K and bringing the position to 5,444 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #5165.

LPL Financial first reported a position in CCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $578K in Q4 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • LPL Financial held 5,444 shares of Coastal Financial worth $422K as of Q2 2026.
  • LPL Financial bought 304 Coastal Financial shares in Q2 2026, an estimated $22.8K.
  • Coastal Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5165 holding.
  • LPL Financial first reported a position in Coastal Financial in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's Coastal Financial position peaked at $578K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.