Meeder Asset Management’s Coastal Financial CCB Stock Holding History

Meeder 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
2025 Q1	–	Sell	-755	Closed	-$64.1K	–	919
2024 Q4	$64.1K	Buy	+755	New	+$52.7K	﹤0.01%	334
2022 Q4	–	Sell	-83	Closed	-$3K	–	978
2022 Q3	$3K	Hold	83	–	–	﹤0.01%	1697
2022 Q2	$3K	Hold	83	–	–	﹤0.01%	1779
2022 Q1	$4K	Hold	83	–	–	﹤0.01%	1840
2021 Q4	$4K	Buy	+83	New	+$3.44K	﹤0.01%	880
2021 Q2	–	Sell	-120	Closed	-$3K	–	2516
2021 Q1	$3K	Buy	+120	New	+$2.97K	﹤0.01%	1964
2020 Q4	–	Sell	-143	Closed	-$2K	–	1912
2020 Q3	$2K	Hold	143	–	–	﹤0.01%	1810
2020 Q2	$2K	Hold	143	–	–	﹤0.01%	1749
2020 Q1	$2K	Buy	+143	New	+$2.23K	﹤0.01%	2065

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

WHG

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Meeder Asset Management's CCB Position: Q1 2025 in Review

Meeder Asset Management sold out of Coastal Financial (CCB) in Q1 2025, closing a stake of 755 shares — an estimated $64.1K sold.

Meeder Asset Management first reported a position in CCB in Q1 2020 and held it in 9 quarters. The position peaked at $64.1K in Q4 2024. 177 funds tracked by Wall St. Rank hold CCB as of Q1 2025.

Meeder Asset Management reported no remaining Coastal Financial position as of Q1 2025 after selling out during the quarter.
Meeder Asset Management sold 755 Coastal Financial shares in Q1 2025, an estimated $64.1K.
Meeder Asset Management first reported a position in Coastal Financial in Q1 2020 and held it in 9 quarters.
Meeder Asset Management's Coastal Financial position peaked at $64.1K in Q4 2024.
177 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2025.

Based on Meeder Asset Management's 13F filing for Q1 2025, filed 7 May 2025.