MassMutual Private Wealth & Trust’s Coastal Financial CCB Stock Holding History

MassMutual Private Wealth & Trust’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	$9.77K	Sell	126 -114	-48%	-$8.56K	﹤0.01%	1419
2026 Q1	$18.3K	Buy	240 +114	+90%	+$10.3K	﹤0.01%	1120
2025 Q4	$14.4K	Hold	126	–	–	﹤0.01%	1246
2025 Q3	$13.6K	Sell	126 -36	-22%	-$3.82K	﹤0.01%	1274
2025 Q2	$15.7K	Hold	162	–	–	﹤0.01%	1202
2025 Q1	$14.6K	Sell	162 -3	-2%	-$262	﹤0.01%	1154
2024 Q4	$14K	Hold	165	–	–	﹤0.01%	1133
2024 Q3	$8.91K	Buy	165 +102	+162%	+$5.11K	﹤0.01%	1167
2024 Q2	$2.91K	Hold	63	–	–	﹤0.01%	1510
2024 Q1	$2.45K	Buy	+63	New	+$2.49K	﹤0.01%	1479
2023 Q2	–	Sell	-36	Closed	-$1.3K	–	1921
2023 Q1	$1.3K	Buy	+36	New	+$1.55K	﹤0.01%	1538

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 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

MassMutual Private Wealth & Trust's CCB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Coastal Financial (CCB) stake by 48% in Q2 2026, selling an estimated $8.56K and leaving 126 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

MassMutual Private Wealth & Trust first reported a position in CCB in Q1 2023 and has held it in 11 quarters since. The position peaked at $18.3K in Q1 2026. 14 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

MassMutual Private Wealth & Trust held 126 shares of Coastal Financial worth $9.77K as of Q2 2026.
MassMutual Private Wealth & Trust sold 114 Coastal Financial shares in Q2 2026, an estimated $8.56K.
Coastal Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1419 holding.
MassMutual Private Wealth & Trust first reported a position in Coastal Financial in Q1 2023 and has held it in 11 quarters since.
MassMutual Private Wealth & Trust's Coastal Financial position peaked at $18.3K in Q1 2026.
14 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.