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Michael Gelband’s Coastal Financial CCB Stock Holding History

Michael Gelband’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 		$2.06M Sell
26,638
-675
-2% -$50.7K 0.01% 808
2026
Q1 		$2.08M Buy
+27,313
New +$2.47M 0.02% 771
2025
Q3 		– Sell
-37,266
Closed -$3.61M – 1571
2025
Q2 		$3.61M Buy
37,266
+26,821
+257% +$2.31M 0.03% 520
2025
Q1 		$944K Sell
10,445
-39,201
-79% -$3.43M 0.01% 937
2024
Q4 		$4.21M Buy
49,646
+41,093
+480% +$2.87M 0.03% 489
2024
Q3 		$462K Buy
+8,553
New +$429K ﹤0.01% 1217
2024
Q2 		– Sell
-9,117
Closed -$354K – 1562
2024
Q1 		$354K Buy
+9,117
New +$361K ﹤0.01% 1224

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Michael Gelband's CCB Position: Q2 2026 in Review

Michael Gelband reduced its Coastal Financial (CCB) stake by 2.5% in Q2 2026, selling an estimated $50.7K and leaving 26,638 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #808.

Michael Gelband first reported a position in CCB in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.21M in Q4 2024. 193 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Michael Gelband held 26,638 shares of Coastal Financial worth $2.06M as of Q2 2026.
  • Michael Gelband sold 675 Coastal Financial shares in Q2 2026, an estimated $50.7K.
  • Coastal Financial made up 0.01% of Michael Gelband's portfolio in Q2 2026, its #808 holding.
  • Michael Gelband first reported a position in Coastal Financial in Q1 2024 and has held it in 7 quarters since.
  • Michael Gelband's Coastal Financial position peaked at $4.21M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.