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Painted Porch Advisors’s Coastal Financial CCB Stock Holding History

Painted Porch Advisors’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
2025
Q4 		– Sell
-2,900
Closed -$314K – 120
2025
Q3 		$314K Sell
2,900
-600
-17% -$63.6K 0.12% 60
2025
Q2 		$339K Hold
3,500
– – 0.14% 49
2025
Q1 		$316K Hold
3,500
– – 0.13% 51
2024
Q4 		$297K Buy
3,500
+1,500
+75% +$105K 0.15% 56
2024
Q3 		$108K Buy
+2,000
New +$100K 0.05% 92

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Painted Porch Advisors's CCB Position: Q4 2025 in Review

Painted Porch Advisors sold out of Coastal Financial (CCB) in Q4 2025, closing a stake of 2,900 shares — an estimated $314K sold.

Painted Porch Advisors first reported a position in CCB in Q3 2024 and held it in 5 quarters. The position peaked at $339K in Q2 2025. 208 funds tracked by Wall St. Rank hold CCB as of Q4 2025.

  • Painted Porch Advisors reported no remaining Coastal Financial position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 2,900 Coastal Financial shares in Q4 2025, an estimated $314K.
  • Painted Porch Advisors first reported a position in Coastal Financial in Q3 2024 and held it in 5 quarters.
  • Painted Porch Advisors's Coastal Financial position peaked at $339K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.