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Mesirow Financial Investment Management’s Coastal Financial CCB Stock Holding History

Mesirow Financial Investment 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
Q2 		– Sell
-5,372
Closed -$427K – 548
2025
Q1 		$427K Hold
5,372
– – 0.01% 376
2024
Q4 		$456K Buy
5,372
+75
+1% +$5.23K 0.01% 369
2024
Q3 		$286K Buy
+5,297
New +$266K 0.01% 462
2024
Q1 		– Sell
-8,580
Closed -$363K – 545
2023
Q4 		$363K Hold
8,580
– – 0.01% 376
2023
Q3 		$368K Hold
8,580
– – 1.6% 12
2023
Q2 		$323K Sell
8,580
-1,376
-14% -$49.1K 1.37% 27
2023
Q1 		$359K Buy
9,956
+74
+0.7% +$3.19K 1.49% 23
2022
Q4 		$470K Hold
9,882
– – 1.97% 10
2022
Q3 		$393K Hold
9,882
– – 1.87% 11
2022
Q2 		$377K Sell
9,882
-27
-0.3% -$1.08K 1.82% 14
2022
Q1 		$453K Buy
+9,909
New +$482K 1.53% 18
2021
Q2 		– Sell
-704
Closed -$18K – 92
2021
Q1 		$18K Buy
704
+301
+75% +$7.44K 0.05% 96
2020
Q4 		$8.46K Buy
+403
New +$7.19K 0.03% 99
2020
Q3 		– Sell
-16,074
Closed -$233K – 71
2020
Q2 		$233K Sell
16,074
-394
-2% -$5.19K 1.1% 60
2020
Q1 		$173K Sell
16,468
-7,033
-30% -$110K 1.09% 58
2019
Q4 		$387K Sell
23,501
-9,289
-28% -$150K 1.63% 30
2019
Q3 		$495K Sell
32,790
-1,647
-5% -$25.1K 2.08% 12
2019
Q2 		$524K Buy
34,437
+3,722
+12% +$60.6K 1.91% 28
2019
Q1 		$522K Buy
30,715
+9,790
+47% +$155K 2.07% 13
2018
Q4 		$319K Hold
20,925
– – 2.06% 17
2018
Q3 		$356K Buy
+20,925
New +$346K 1.84% 27

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Vanguard Group
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mesirow Financial Investment Management's CCB Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of Coastal Financial (CCB) in Q2 2025, closing a stake of 5,372 shares — an estimated $427K sold.

Mesirow Financial Investment Management first reported a position in CCB in Q3 2018 and held it in 21 quarters. The position peaked at $524K in Q2 2019. 176 funds tracked by Wall St. Rank hold CCB as of Q2 2025.

  • Mesirow Financial Investment Management reported no remaining Coastal Financial position as of Q2 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 5,372 Coastal Financial shares in Q2 2025, an estimated $427K.
  • Mesirow Financial Investment Management first reported a position in Coastal Financial in Q3 2018 and held it in 21 quarters.
  • Mesirow Financial Investment Management's Coastal Financial position peaked at $524K in Q2 2019.
  • 176 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.