Mariner’s Coastal Financial CCB Stock Holding History

Mariner’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 Q2	–	Sell	-2,911	Closed	-$263K	–	3509
2025 Q1	$263K	Buy	2,911 +9	+0.3%	+$787	﹤0.01%	2753
2024 Q4	$246K	Buy	+2,902	New	+$203K	﹤0.01%	2815

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mariner's CCB Position: Q2 2025 in Review

Mariner sold out of Coastal Financial (CCB) in Q2 2025, closing a stake of 2,911 shares — an estimated $263K sold.

Mariner first reported a position in CCB in Q4 2024 and held it in 2 quarters. The position peaked at $263K in Q1 2025. 176 funds tracked by Wall St. Rank hold CCB as of Q2 2025.

Mariner reported no remaining Coastal Financial position as of Q2 2025 after selling out during the quarter.
Mariner sold 2,911 Coastal Financial shares in Q2 2025, an estimated $263K.
Mariner first reported a position in Coastal Financial in Q4 2024 and held it in 2 quarters.
Mariner's Coastal Financial position peaked at $263K in Q1 2025.
176 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2025.

Based on Mariner's 13F filing for Q2 2025, filed 14 Aug 2025.