Mendon Capital Advisors’s Coastal Financial CCB Stock Holding History

Mendon Capital Advisors’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	$4.34M	Hold	56,000	–	–	1.53%	26
2026 Q1	$4.26M	Buy	56,000 +26,000	+87%	+$2.35M	1.65%	25
2025 Q4	$3.44M	Buy	30,000 +300	+1%	+$32.7K	1.02%	35
2025 Q3	$3.15M	Buy	+29,700	New	+$3.15M	1.21%	27
2025 Q2	–	Sell	-15,000	Closed	-$2.65M	–	52
2025 Q1	$2.65M	Sell	15,000 -15,000	-50%	-$1.31M	1.23%	28
2024 Q4	$2.55M	Hold	30,000	–	–	1.25%	27
2024 Q3	$1.62M	Sell	30,000 -10,000	-25%	-$501K	1.05%	26
2024 Q2	$1.85M	Sell	40,000 -60,000	-60%	-$2.52M	1.02%	31
2024 Q1	$3.89M	Sell	100,000 -20,000	-17%	-$791K	2.08%	20
2023 Q4	$5.33M	Buy	+120,000	New	+$4.95M	2.21%	18
2022 Q1	$6.86M	Hold	150,000	–	–	2.27%	17
2021 Q4	$7.59M	Buy	150,000 +44,350	+42%	+$1.84M	2.18%	17
2021 Q3	$3.37M	Buy	105,650 +89,169	+541%	+$2.66M	1.15%	33
2021 Q2	$471K	Buy	+16,481	New	+$483K	0.17%	53

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mendon Capital Advisors's CCB Position: Q2 2026 in Review

Mendon Capital Advisors held its Coastal Financial (CCB) position steady in Q2 2026 at 56,000 shares worth $4.34M. The position accounts for 1.53% of the portfolio, ranked #26.

Mendon Capital Advisors first reported a position in CCB in Q2 2021 and has held it in 14 quarters since. The position peaked at $7.59M in Q4 2021. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Mendon Capital Advisors held 56,000 shares of Coastal Financial worth $4.34M as of Q2 2026.
Mendon Capital Advisors left its Coastal Financial share count unchanged in Q2 2026.
Coastal Financial made up 1.53% of Mendon Capital Advisors's portfolio in Q2 2026, its #26 holding.
Mendon Capital Advisors first reported a position in Coastal Financial in Q2 2021 and has held it in 14 quarters since.
Mendon Capital Advisors's Coastal Financial position peaked at $7.59M in Q4 2021.
195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Mendon Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.