Mercer Global Advisors’s Coastal Financial CCB Stock Holding History

Mercer Global 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	$128K	Buy	+1,651	New	+$124K	﹤0.01%	3648

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mercer Global Advisors's CCB Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Coastal Financial (CCB) in Q2 2026: 1,651 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #3648 among its holdings.

179 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Mercer Global Advisors held 1,651 shares of Coastal Financial worth $128K as of Q2 2026.
Coastal Financial was a new Mercer Global Advisors position in Q2 2026.
Coastal Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3648 holding.
179 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

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