MML Investors Services
CCB icon

MML Investors Services’s Coastal Financial CCB Stock Holding History

MML Investors Services’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 		– Sell
-3,247
Closed -$372K – 3027
2025
Q4 		$372K Buy
3,247
+449
+16% +$49K ﹤0.01% 2475
2025
Q3 		$303K Sell
2,798
-363
-11% -$38.5K ﹤0.01% 2517
2025
Q2 		$306K Sell
3,161
-469
-13% -$40.4K ﹤0.01% 2419
2025
Q1 		$328K Sell
3,630
-858
-19% -$75K ﹤0.01% 2259
2024
Q4 		$381K Buy
4,488
+210
+5% +$14.7K ﹤0.01% 2105
2024
Q3 		$231K Sell
4,278
-291
-6% -$14.6K ﹤0.01% 2341
2024
Q2 		$211K Sell
4,569
-933
-17% -$39.2K ﹤0.01% 2315
2024
Q1 		$214K Sell
5,502
-80
-1% -$3.16K ﹤0.01% 2322
2023
Q4 		$248K Buy
+5,582
New +$230K ﹤0.01% 2170
2023
Q1 		– Sell
-5,843
Closed -$278K – 2110
2022
Q4 		$278K Sell
5,843
-263
-4% -$12.2K ﹤0.01% 1827
2022
Q3 		$243K Sell
6,106
-2,160
-26% -$87.2K ﹤0.01% 1807
2022
Q2 		$315K Buy
8,266
+430
+5% +$17.3K ﹤0.01% 1648
2022
Q1 		$358K Sell
7,836
-348
-4% -$16.9K ﹤0.01% 1624
2021
Q4 		$414K Buy
8,184
+799
+11% +$33.1K ﹤0.01% 1511
2021
Q3 		$235K Sell
7,385
-1,677
-19% -$50K ﹤0.01% 1776
2021
Q2 		$259K Buy
9,062
+1,061
+13% +$31.1K ﹤0.01% 1689
2021
Q1 		$210K Buy
+8,001
New +$198K ﹤0.01% 1701

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
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MML Investors Services's CCB Position: Q1 2026 in Review

MML Investors Services sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 3,247 shares — an estimated $372K sold.

MML Investors Services first reported a position in CCB in Q1 2021 and held it in 17 quarters. The position peaked at $414K in Q4 2021. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • MML Investors Services reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 3,247 Coastal Financial shares in Q1 2026, an estimated $372K.
  • MML Investors Services first reported a position in Coastal Financial in Q1 2021 and held it in 17 quarters.
  • MML Investors Services's Coastal Financial position peaked at $414K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.