Magnus Financial Group’s Coastal Financial CCB Stock Holding History

Magnus Financial 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
2026 Q2	$244K	Hold	3,152	–	–	0.02%	346
2026 Q1	$240K	Sell	3,152 -1,000	-24%	-$90.4K	0.02%	329
2025 Q4	$476K	Hold	4,152	–	–	0.04%	265
2025 Q3	$449K	Sell	4,152 -516	-11%	-$54.7K	0.04%	271
2025 Q2	$452K	Hold	4,668	–	–	0.04%	245
2025 Q1	$422K	Sell	4,668 -805	-15%	-$70.4K	0.04%	244
2024 Q4	$465K	Sell	5,473 -271	-5%	-$18.9K	0.04%	225
2024 Q3	$310K	Hold	5,744	–	–	0.03%	267
2024 Q2	$265K	Hold	5,744	–	–	0.03%	270
2024 Q1	$223K	Sell	5,744 -1,383	-19%	-$54.7K	0.03%	293
2023 Q4	$317K	Hold	7,127	–	–	0.04%	218
2023 Q3	$306K	Buy	+7,127	New	+$309K	0.04%	205

Other funds holding CCB

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Magnus Financial Group's CCB Position: Q2 2026 in Review

Magnus Financial Group held its Coastal Financial (CCB) position steady in Q2 2026 at 3,152 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #346.

Magnus Financial Group first reported a position in CCB in Q3 2023 and has held it in 12 quarters since. The position peaked at $476K in Q4 2025. 14 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Magnus Financial Group held 3,152 shares of Coastal Financial worth $244K as of Q2 2026.
Magnus Financial Group left its Coastal Financial share count unchanged in Q2 2026.
Coastal Financial made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #346 holding.
Magnus Financial Group first reported a position in Coastal Financial in Q3 2023 and has held it in 12 quarters since.
Magnus Financial Group's Coastal Financial position peaked at $476K in Q4 2025.
14 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.