MAM
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Marquette Asset Management’s Coastal Financial CCB Stock Holding History

Marquette Asset 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
2026
Q1 		– Sell
-5
Closed -$573 – 811
2025
Q4 		$573 Buy
+5
New +$546 ﹤0.01% 626

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marquette Asset Management's CCB Position: Q1 2026 in Review

Marquette Asset Management sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 5 shares — an estimated $573 sold.

Marquette Asset Management first reported a position in CCB in Q4 2025 and held it in 1 quarter. The position peaked at $573 in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Marquette Asset Management reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Marquette Asset Management sold 5 Coastal Financial shares in Q1 2026, an estimated $573.
  • Marquette Asset Management first reported a position in Coastal Financial in Q4 2025 and held it in 1 quarter.
  • Marquette Asset Management's Coastal Financial position peaked at $573 in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Marquette Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.