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Militia Capital Partners’s Coastal Financial CCB Stock Holding History

Militia Capital Partners’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
Q4 		$2.18M Buy
19,000
+9,000
+90% +$982K 0.83% 31
2025
Q3 		$1.08M Sell
10,000
-22,900
-70% -$2.43M 0.5% 58
2025
Q2 		$3.19M Buy
32,900
+21,900
+199% +$1.89M 1.49% 15
2025
Q1 		$995K Buy
11,000
+2,000
+22% +$175K 0.79% 27
2024
Q4 		$764K Buy
+9,000
New +$628K 0.68% 35

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Militia Capital Partners's CCB Position: Q4 2025 in Review

Militia Capital Partners increased its Coastal Financial (CCB) stake by 90% in Q4 2025, buying an estimated $982K and bringing the position to 19,000 shares worth $2.18M. The position accounts for 0.83% of the portfolio, ranked #31.

Militia Capital Partners first reported a position in CCB in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.19M in Q2 2025. 207 funds tracked by Wall St. Rank hold CCB as of Q4 2025.

  • Militia Capital Partners held 19,000 shares of Coastal Financial worth $2.18M as of Q4 2025.
  • Militia Capital Partners bought 9,000 Coastal Financial shares in Q4 2025, an estimated $982K.
  • Coastal Financial made up 0.83% of Militia Capital Partners's portfolio in Q4 2025, its #31 holding.
  • Militia Capital Partners first reported a position in Coastal Financial in Q4 2024 and has held it in 5 quarters since.
  • Militia Capital Partners's Coastal Financial position peaked at $3.19M in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2025.

Based on Militia Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.