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Nuveen’s Coastal Financial CCB Stock Holding History

Nuveen’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 		$2.76M Sell
36,273
-40,901
-53% -$3.7M ﹤0.01% 2144
2025
Q4 		$8.84M Sell
77,174
-878
-1% -$95.8K ﹤0.01% 1625
2025
Q3 		$8.44M Hold
78,052
– – ﹤0.01% 1644
2025
Q2 		$7.56M Sell
78,052
-9,008
-10% -$776K ﹤0.01% 1673
2025
Q1 		$7.87M Sell
87,060
-9,193
-10% -$803K ﹤0.01% 1687
2024
Q4 		$8.17M Buy
96,253
+45,100
+88% +$3.15M ﹤0.01% 1700
2024
Q3 		$2.76M Buy
51,153
+4,590
+10% +$230K ﹤0.01% 2267
2024
Q2 		$2.15M Buy
46,563
+11,630
+33% +$489K ﹤0.01% 2354
2024
Q1 		$1.36M Hold
34,933
– – ﹤0.01% 2567
2023
Q4 		$1.55M Buy
34,933
+498
+1% +$20.6K ﹤0.01% 2526
2023
Q3 		$1.48M Sell
34,435
-11,831
-26% -$514K ﹤0.01% 2417
2023
Q2 		$1.74M Sell
46,266
-200
-0.4% -$7.14K ﹤0.01% 2413
2023
Q1 		$1.67M Sell
46,466
-2,434
-5% -$105K ﹤0.01% 2411
2022
Q4 		$2.32M Sell
48,900
-9,460
-16% -$438K ﹤0.01% 2318
2022
Q3 		$2.32M Buy
58,360
+16,814
+40% +$679K ﹤0.01% 2326
2022
Q2 		$1.58M Buy
41,546
+12,510
+43% +$502K ﹤0.01% 2555
2022
Q1 		$1.37M Buy
29,036
+7,894
+37% +$384K ﹤0.01% 2683
2021
Q4 		$884K Sell
21,142
-6,450
-23% -$267K ﹤0.01% 2896
2021
Q3 		$867K Sell
27,592
-1,694
-6% -$50.5K ﹤0.01% 3039
2021
Q2 		$837K Buy
29,286
+14,909
+104% +$437K ﹤0.01% 3071
2021
Q1 		$377K Hold
14,377
– – ﹤0.01% 3135
2020
Q4 		$302K Hold
14,377
– – ﹤0.01% 3132
2020
Q3 		$176K Hold
14,377
– – ﹤0.01% 3174
2020
Q2 		$209K Hold
14,377
– – ﹤0.01% 3096
2020
Q1 		$151K Hold
14,377
– – ﹤0.01% 3032
2019
Q4 		$237K Buy
+14,377
New +$232K ﹤0.01% 3059

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

Nuveen's CCB Position: Q1 2026 in Review

Nuveen reduced its Coastal Financial (CCB) stake by 53% in Q1 2026, selling an estimated $3.7M and leaving 36,273 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Nuveen first reported a position in CCB in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.84M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Nuveen held 36,273 shares of Coastal Financial worth $2.76M as of Q1 2026.
  • Nuveen sold 40,901 Coastal Financial shares in Q1 2026, an estimated $3.7M.
  • Coastal Financial made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2144 holding.
  • Nuveen first reported a position in Coastal Financial in Q4 2019 and has held it in 26 quarters since.
  • Nuveen's Coastal Financial position peaked at $8.84M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.