JT
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Jupiter Topco’s Coastal Financial CCB Stock Holding History

Jupiter Topco’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 		$478K Buy
+6,160
New +$463K ﹤0.01% 2116

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Jupiter Topco's CCB Position: Q2 2026 in Review

Jupiter Topco opened a new position in Coastal Financial (CCB) in Q2 2026: 6,160 shares worth $478K. The stake represents ﹤0.01% of the portfolio and ranks #2116 among its holdings.

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

  • Jupiter Topco held 6,160 shares of Coastal Financial worth $478K as of Q2 2026.
  • Coastal Financial was a new Jupiter Topco position in Q2 2026.
  • Coastal Financial made up ﹤0.01% of Jupiter Topco's portfolio in Q2 2026, its #2116 holding.
  • 179 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.