MCM
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MAI Capital Management’s Coastal Financial CCB Stock Holding History

MAI 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
2025
Q3 		– Sell
-10
Closed -$969 – 3864
2025
Q2 		$969 Buy
+10
New +$862 ﹤0.01% 3628

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ACL
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MAI Capital Management's CCB Position: Q3 2025 in Review

MAI Capital Management sold out of Coastal Financial (CCB) in Q3 2025, closing a stake of 10 shares — an estimated $969 sold.

MAI Capital Management first reported a position in CCB in Q2 2025 and held it in 1 quarter. The position peaked at $969 in Q2 2025. 186 funds tracked by Wall St. Rank hold CCB as of Q3 2025.

  • MAI Capital Management reported no remaining Coastal Financial position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 10 Coastal Financial shares in Q3 2025, an estimated $969.
  • MAI Capital Management first reported a position in Coastal Financial in Q2 2025 and held it in 1 quarter.
  • MAI Capital Management's Coastal Financial position peaked at $969 in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.