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 Q3	$5.03K	Hold	126	–	–	﹤0.01%	1616
2026 Q2	$9.8K	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

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

JCSD Capital Walnut Creek, California $122M AUM 5.26% 1-Year Est. Return

Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

MassMutual Private Wealth & Trust's CCB Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Coastal Financial (CCB) position steady in Q3 2026 at 126 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

MassMutual Private Wealth & Trust first reported a position in CCB in Q1 2023 and has held it in 12 quarters since. The position peaked at $18.3K in Q1 2026. 78 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

MassMutual Private Wealth & Trust held 126 shares of Coastal Financial worth $5.03K as of Q3 2026.
MassMutual Private Wealth & Trust left its Coastal Financial share count unchanged in Q3 2026.
Coastal Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1616 holding.
MassMutual Private Wealth & Trust first reported a position in Coastal Financial in Q1 2023 and has held it in 12 quarters since.
MassMutual Private Wealth & Trust's Coastal Financial position peaked at $18.3K in Q1 2026.
78 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.