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 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 $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mendon Capital Advisors's CCB Position: Q1 2026 in Review

Mendon Capital Advisors increased its Coastal Financial (CCB) stake by 87% in Q1 2026, buying an estimated $2.35M and bringing the position to 56,000 shares worth $4.26M. The position accounts for 1.65% of the portfolio, ranked #25.

Mendon Capital Advisors first reported a position in CCB in Q2 2021 and has held it in 13 quarters since. The position peaked at $7.59M in Q4 2021. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Mendon Capital Advisors held 56,000 shares of Coastal Financial worth $4.26M as of Q1 2026.
Mendon Capital Advisors bought 26,000 Coastal Financial shares in Q1 2026, an estimated $2.35M.
Coastal Financial made up 1.65% of Mendon Capital Advisors's portfolio in Q1 2026, its #25 holding.
Mendon Capital Advisors first reported a position in Coastal Financial in Q2 2021 and has held it in 13 quarters since.
Mendon Capital Advisors's Coastal Financial position peaked at $7.59M in Q4 2021.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Mendon Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.