OP Asset Management’s Coastal Financial CCB Stock Holding History

OP Asset Management’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	$498K	Buy	+6,421	New	+$482K	0.01%	670

Other funds holding CCB

JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

OP Asset Management's CCB Position: Q2 2026 in Review

OP Asset Management opened a new position in Coastal Financial (CCB) in Q2 2026: 6,421 shares worth $498K. The stake represents 0.01% of the portfolio and ranks #670 among its holdings.

36 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

OP Asset Management held 6,421 shares of Coastal Financial worth $498K as of Q2 2026.
Coastal Financial was a new OP Asset Management position in Q2 2026.
Coastal Financial made up 0.01% of OP Asset Management's portfolio in Q2 2026, its #670 holding.
36 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.