Nisa Investment Advisors
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Nisa Investment Advisors’s Coastal Financial CCB Stock Holding History

Nisa Investment 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 		$7.76K Sell
102
-1
-1% -$90 ﹤0.01% 2329
2025
Q4 		$11.8K Sell
103
-36
-26% -$3.93K ﹤0.01% 2151
2025
Q3 		$15K Hold
139
– – ﹤0.01% 2114
2025
Q2 		$13.5K Buy
139
+130
+1,444% +$11.2K ﹤0.01% 2124
2025
Q1 		$814 Hold
9
– – ﹤0.01% 2688
2024
Q4 		$764 Hold
9
– – ﹤0.01% 2735
2024
Q3 		$486 Hold
9
– – ﹤0.01% 2725
2024
Q2 		$415 Hold
9
– – ﹤0.01% 2730
2024
Q1 		$350 Hold
9
– – ﹤0.01% 2564
2023
Q4 		$400 Hold
9
– – ﹤0.01% 2454
2023
Q3 		$386 Hold
9
– – ﹤0.01% 2567
2023
Q2 		$339 Sell
9
-2
-18% -$71 ﹤0.01% 2639
2023
Q1 		$0 Hold
11
– – ﹤0.01% 2548
2022
Q4 		$1K Buy
+11
New +$510 ﹤0.01% 2403
2022
Q2 		– Sell
-420
Closed -$19K – 2387
2022
Q1 		$19K Sell
420
-180
-30% -$8.76K ﹤0.01% 2057
2021
Q4 		$29K Hold
600
– – ﹤0.01% 1855
2021
Q3 		$19 Hold
600
– – ﹤0.01% 2099
2021
Q2 		$17 Hold
600
– – ﹤0.01% 2158
2021
Q1 		$16 Buy
+600
New +$14.8K ﹤0.01% 2155

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's CCB Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Coastal Financial (CCB) stake by 0.97% in Q1 2026, selling an estimated $90 and leaving 102 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Nisa Investment Advisors first reported a position in CCB in Q1 2021 and has held it in 19 quarters since. The position peaked at $29K in Q4 2021. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Nisa Investment Advisors held 102 shares of Coastal Financial worth $7.76K as of Q1 2026.
  • Nisa Investment Advisors sold 1 Coastal Financial share in Q1 2026, an estimated $90.
  • Coastal Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2329 holding.
  • Nisa Investment Advisors first reported a position in Coastal Financial in Q1 2021 and has held it in 19 quarters since.
  • Nisa Investment Advisors's Coastal Financial position peaked at $29K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.