Madrona Financial Services’s Coastal Financial CCB Stock Holding History

Madrona Financial Services’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	$377K	Hold	4,865	–	–	0.07%	87
2026 Q1	$370K	Hold	4,865	–	–	0.08%	77
2025 Q4	$557K	Sell	4,865 -13,600	-74%	-$1.48M	0.12%	65
2025 Q3	$2M	Hold	18,465	–	–	0.44%	31
2025 Q2	$1.79M	Hold	18,465	–	–	0.43%	32
2025 Q1	$1.67M	Hold	18,465	–	–	0.46%	29
2024 Q4	$1.57M	Hold	18,465	–	–	0.43%	40
2024 Q3	$997K	Hold	18,465	–	–	0.28%	42
2024 Q2	$852K	Hold	18,465	–	–	0.26%	42
2024 Q1	$718K	Hold	18,465	–	–	0.25%	43
2023 Q4	$820K	Hold	18,465	–	–	0.32%	39
2023 Q3	$792K	Hold	18,465	–	–	0.36%	43
2023 Q2	$695K	Buy	18,465 +1,465	+9%	+$52.3K	0.34%	49
2023 Q1	$612K	Hold	17,000	–	–	0.33%	42
2022 Q4	$808K	Hold	17,000	–	–	0.46%	28
2022 Q3	$676K	Hold	17,000	–	–	0.42%	28
2022 Q2	$648K	Hold	17,000	–	–	0.38%	33
2022 Q1	$739K	Hold	17,000	–	–	0.36%	39
2021 Q4	$861K	Buy	+17,000	New	+$704K	0.36%	35

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Madrona Financial Services's CCB Position: Q2 2026 in Review

Madrona Financial Services held its Coastal Financial (CCB) position steady in Q2 2026 at 4,865 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #87.

Madrona Financial Services first reported a position in CCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2M in Q3 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Madrona Financial Services held 4,865 shares of Coastal Financial worth $377K as of Q2 2026.
Madrona Financial Services left its Coastal Financial share count unchanged in Q2 2026.
Coastal Financial made up 0.07% of Madrona Financial Services's portfolio in Q2 2026, its #87 holding.
Madrona Financial Services first reported a position in Coastal Financial in Q4 2021 and has held it in 19 quarters since.
Madrona Financial Services's Coastal Financial position peaked at $2M in Q3 2025.
195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.