Macquarie Group
CCB icon

Macquarie Group’s Coastal Financial CCB Stock Holding History

Macquarie 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
2025
Q4 		– Sell
-41,023
Closed -$4.44M – 968
2025
Q3 		$4.44M Buy
41,023
+2,937
+8% +$311K 0.01% 971
2025
Q2 		$3.69M Buy
38,086
+5,864
+18% +$505K ﹤0.01% 1046
2025
Q1 		$2.91M Buy
+32,222
New +$2.82M ﹤0.01% 1114

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Vanguard Group
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ACL
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American Century Companies
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Wellington Management Group
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return