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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
Q2 		$15.7K Hold
202
– – ﹤0.01% 3425
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 $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

NewEdge Advisors's CCB Position: Q2 2026 in Review

NewEdge Advisors held its Coastal Financial (CCB) position steady in Q2 2026 at 202 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3425.

NewEdge Advisors first reported a position in CCB in Q4 2022 and has held it in 12 quarters since. The position peaked at $101K in Q4 2022. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • NewEdge Advisors held 202 shares of Coastal Financial worth $15.7K as of Q2 2026.
  • NewEdge Advisors left its Coastal Financial share count unchanged in Q2 2026.
  • Coastal Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3425 holding.
  • NewEdge Advisors first reported a position in Coastal Financial in Q4 2022 and has held it in 12 quarters since.
  • NewEdge Advisors's Coastal Financial position peaked at $101K in Q4 2022.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.