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 Q2	–	Sell	-11,961	Closed	-$910K	–	2304
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 $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s CCB Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 11,961 shares — an estimated $910K sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in CCB in Q4 2019 and held it in 10 quarters. The position peaked at $1.37M in Q4 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Ohio Public Employees Retirement System (OPERS) reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
Ohio Public Employees Retirement System (OPERS) sold 11,961 Coastal Financial shares in Q2 2026, an estimated $910K.
Ohio Public Employees Retirement System (OPERS) first reported a position in Coastal Financial in Q4 2019 and held it in 10 quarters.
Ohio Public Employees Retirement System (OPERS)'s Coastal Financial position peaked at $1.37M in Q4 2025.
195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.