Ohio Public Employees Retirement System (OPERS)’s Coastal Financial CCB Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	$910K	Hold	11,961	–	–	﹤0.01%	1336
2025 Q4	$1.37M	Hold	11,961	–	–	﹤0.01%	1249
2025 Q3	$1.29M	Sell	11,961 -1,781	-13%	-$189K	﹤0.01%	1278
2025 Q2	$1.33M	Hold	13,742	–	–	﹤0.01%	1253
2025 Q1	$1.24M	Buy	13,742 +8,462	+160%	+$740K	﹤0.01%	1253
2024 Q4	$448K	Buy	+5,280	New	+$368K	﹤0.01%	1529
2020 Q4	–	Sell	-1,227	Closed	-$15K	–	1948
2020 Q3	$15K	Sell	1,227 -1,000	-45%	-$13.8K	﹤0.01%	1897
2020 Q2	$32K	Hold	2,227	–	–	﹤0.01%	1810
2020 Q1	$23K	Buy	2,227 +727	+48%	+$11.4K	﹤0.01%	1767
2019 Q4	$25K	Buy	+1,500	New	+$24.3K	﹤0.01%	1841

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s CCB Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) held its Coastal Financial (CCB) position steady in Q1 2026 at 11,961 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Ohio Public Employees Retirement System (OPERS) first reported a position in CCB in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) held 11,961 shares of Coastal Financial worth $910K as of Q1 2026.
Ohio Public Employees Retirement System (OPERS) left its Coastal Financial share count unchanged in Q1 2026.
Coastal Financial made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #1336 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in Coastal Financial in Q4 2019 and has held it in 10 quarters since.
Ohio Public Employees Retirement System (OPERS)'s Coastal Financial position peaked at $1.37M in Q4 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.