NA
CCB icon

NewEdge Advisors’s Coastal Financial CCB Stock Holding History

NewEdge Advisors’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 		$15.4K Hold
202
– – ﹤0.01% 3277
2025
Q4 		$23.1K Hold
202
– – ﹤0.01% 3211
2025
Q3 		$21.9K Hold
202
– – ﹤0.01% 3098
2025
Q2 		$19.6K Hold
202
– – ﹤0.01% 2970
2025
Q1 		$18.3K Hold
202
– – ﹤0.01% 2892
2024
Q4 		$17.2K Hold
202
– – ﹤0.01% 2850
2024
Q3 		$10.9K Hold
202
– – ﹤0.01% 2910
2024
Q2 		$9.32K Hold
202
– – ﹤0.01% 2878
2024
Q1 		$7.85K Sell
202
-161
-44% -$6.37K ﹤0.01% 2979
2023
Q4 		$16.1K Buy
+363
New +$15K ﹤0.01% 2664
2023
Q1 		– Sell
-2,117
Closed -$101K – 3523
2022
Q4 		$101K Buy
+2,117
New +$98.1K ﹤0.01% 1435

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

NewEdge Advisors's CCB Position: Q1 2026 in Review

NewEdge Advisors held its Coastal Financial (CCB) position steady in Q1 2026 at 202 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

NewEdge Advisors first reported a position in CCB in Q4 2022 and has held it in 11 quarters since. The position peaked at $101K in Q4 2022. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • NewEdge Advisors held 202 shares of Coastal Financial worth $15.4K as of Q1 2026.
  • NewEdge Advisors left its Coastal Financial share count unchanged in Q1 2026.
  • Coastal Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3277 holding.
  • NewEdge Advisors first reported a position in Coastal Financial in Q4 2022 and has held it in 11 quarters since.
  • NewEdge Advisors's Coastal Financial position peaked at $101K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.