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Norden Group’s Coastal Financial CCB Stock Holding History

Norden Group’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
2025
Q3 		– Sell
-2,133
Closed -$207K – 582
2025
Q2 		$207K Sell
2,133
-1,212
-36% -$104K 0.02% 536
2025
Q1 		$302K Sell
3,345
-417
-11% -$36.4K 0.03% 422
2024
Q4 		$319K Buy
+3,762
New +$263K 0.04% 408

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norden Group's CCB Position: Q3 2025 in Review

Norden Group sold out of Coastal Financial (CCB) in Q3 2025, closing a stake of 2,133 shares — an estimated $207K sold.

Norden Group first reported a position in CCB in Q4 2024 and held it in 3 quarters. The position peaked at $319K in Q4 2024. 186 funds tracked by Wall St. Rank hold CCB as of Q3 2025.

  • Norden Group reported no remaining Coastal Financial position as of Q3 2025 after selling out during the quarter.
  • Norden Group sold 2,133 Coastal Financial shares in Q3 2025, an estimated $207K.
  • Norden Group first reported a position in Coastal Financial in Q4 2024 and held it in 3 quarters.
  • Norden Group's Coastal Financial position peaked at $319K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2025.

Based on Norden Group's 13F filing for Q3 2025, filed 15 Oct 2025.