Morgan Stanley’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.94M | Sell |
78,000
-23,301
| -23% | -$2.11M | ﹤0.01% | 4010 |
|
|
2025
Q4 | $11.6M | Buy |
101,301
+69,633
| +220% | +$7.6M | ﹤0.01% | 3478 |
|
|
2025
Q3 | $3.43M | Sell |
31,668
-833
| -3% | -$88.3K | ﹤0.01% | 4435 |
|
|
2025
Q2 | $3.15M | Sell |
32,501
-15,205
| -32% | -$1.31M | ﹤0.01% | 4412 |
|
|
2025
Q1 | $4.31M | Sell |
47,706
-14,653
| -23% | -$1.28M | ﹤0.01% | 4051 |
|
|
2024
Q4 | $5.29M | Buy |
62,359
+9,984
| +19% | +$697K | ﹤0.01% | 3945 |
|
|
2024
Q3 | $2.83M | Buy |
52,375
+19,557
| +60% | +$980K | ﹤0.01% | 4410 |
|
|
2024
Q2 | $1.51M | Buy |
32,818
+266
| +0.8% | +$11.2K | ﹤0.01% | 4736 |
|
|
2024
Q1 | $1.27M | Sell |
32,552
-42,982
| -57% | -$1.7M | ﹤0.01% | 4847 |
|
|
2023
Q4 | $3.35M | Buy |
75,534
+60,781
| +412% | +$2.51M | ﹤0.01% | 4637 |
|
|
2023
Q3 | $633K | Buy |
14,753
+787
| +6% | +$34.2K | ﹤0.01% | 5059 |
|
|
2023
Q2 | $526K | Sell |
13,966
-12,867
| -48% | -$460K | ﹤0.01% | 5186 |
|
|
2023
Q1 | $966K | Sell |
26,833
-13,165
| -33% | -$567K | ﹤0.01% | 4885 |
|
|
2022
Q4 | $1.9M | Buy |
39,998
+10,027
| +33% | +$465K | ﹤0.01% | 4501 |
|
|
2022
Q3 | $1.19M | Buy |
29,971
+22,121
| +282% | +$893K | ﹤0.01% | 4780 |
|
|
2022
Q2 | $300K | Sell |
7,850
-6,216
| -44% | -$250K | ﹤0.01% | 5688 |
|
|
2022
Q1 | $644K | Buy |
14,066
+9,013
| +178% | +$438K | ﹤0.01% | 5256 |
|
|
2021
Q4 | $256K | Buy |
5,053
+2,979
| +144% | +$123K | ﹤0.01% | 5930 |
|
|
2021
Q3 | $66K | Sell |
2,074
-1,581
| -43% | -$47.1K | ﹤0.01% | 6588 |
|
|
2021
Q2 | $104K | Sell |
3,655
-16,608
| -82% | -$486K | ﹤0.01% | 6341 |
|
|
2021
Q1 | $531K | Sell |
20,263
-15,253
| -43% | -$377K | ﹤0.01% | 5118 |
|
|
2020
Q4 | $746K | Buy |
35,516
+4,862
| +16% | +$86.7K | ﹤0.01% | 4831 |
|
|
2020
Q3 | $375K | Buy |
30,654
+603
| +2% | +$8.33K | ﹤0.01% | 4784 |
|
|
2020
Q2 | $436K | Buy |
30,051
+2,707
| +10% | +$35.7K | ﹤0.01% | 4670 |
|
|
2020
Q1 | $287K | Sell |
27,344
-7,402
| -21% | -$116K | ﹤0.01% | 4701 |
|
|
2019
Q4 | $572K | Buy |
34,746
+7,417
| +27% | +$120K | ﹤0.01% | 4852 |
|
|
2019
Q3 | $413K | Buy |
27,329
+27,235
| +28,973% | +$414K | ﹤0.01% | 4775 |
|
|
2019
Q2 | $1K | Sell |
94
-2,514
| -96% | -$40.9K | ﹤0.01% | 6525 |
|
|
2019
Q1 | $44K | Sell |
2,608
-9,268
| -78% | -$146K | ﹤0.01% | 5723 |
|
|
2018
Q4 | $181K | Sell |
11,876
-922
| -7% | -$14.2K | ﹤0.01% | 5319 |
|
|
2018
Q3 | $218K | Buy |
+12,798
| New | +$212K | ﹤0.01% | 5418 |
|
Other funds holding CCB
ACL
VCM
CCPM
Morgan Stanley's CCB Position: Q1 2026 in Review
Morgan Stanley reduced its Coastal Financial (CCB) stake by 23% in Q1 2026, selling an estimated $2.11M and leaving 78,000 shares worth $5.94M. The position accounts for ﹤0.01% of the portfolio, ranked #4010.
Morgan Stanley first reported a position in CCB in Q3 2018 and has held it in 31 quarters since. The position peaked at $11.6M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.
- Morgan Stanley held 78,000 shares of Coastal Financial worth $5.94M as of Q1 2026.
- Morgan Stanley sold 23,301 Coastal Financial shares in Q1 2026, an estimated $2.11M.
- Coastal Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4010 holding.
- Morgan Stanley first reported a position in Coastal Financial in Q3 2018 and has held it in 31 quarters since.
- Morgan Stanley's Coastal Financial position peaked at $11.6M in Q4 2025.
- 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.