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Parallel Advisors’s Coastal Financial CCB Stock Holding History

Parallel 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
2026
Q1 		$201K Sell
2,636
-288
-10% -$26K ﹤0.01% 1171
2025
Q4 		$335K Sell
2,924
-1,709
-37% -$186K 0.01% 853
2025
Q3 		$501K Sell
4,633
-1,345
-22% -$143K 0.01% 660
2025
Q2 		$579K Hold
5,978
– – 0.01% 579
2025
Q1 		$540K Sell
5,978
-1,997
-25% -$175K 0.01% 562
2024
Q4 		$677K Sell
7,975
-30
-0.4% -$2.09K 0.02% 501
2024
Q3 		$432K Hold
8,005
– – 0.01% 618
2024
Q2 		$369K Buy
8,005
+227
+3% +$9.55K 0.01% 634
2024
Q1 		$302K Hold
7,778
– – 0.01% 704
2023
Q4 		$345K Hold
7,778
– – 0.01% 604
2023
Q3 		$334K Hold
7,778
– – 0.01% 589
2023
Q2 		$293K Hold
7,778
– – 0.01% 631
2023
Q1 		$280K Sell
7,778
-1,439
-16% -$62K 0.01% 633
2022
Q4 		$438K Sell
9,217
-193
-2% -$8.95K 0.02% 446
2022
Q3 		$374K Sell
9,410
-2,597
-22% -$105K 0.02% 468
2022
Q2 		$458K Buy
12,007
+411
+4% +$16.5K 0.02% 422
2022
Q1 		$537K Sell
11,596
-199
-2% -$9.68K 0.02% 408
2021
Q4 		$597K Hold
11,795
– – 0.02% 397
2021
Q3 		$376K Hold
11,795
– – 0.02% 488
2021
Q2 		$337K Sell
11,795
-66
-0.6% -$1.93K 0.01% 497
2021
Q1 		$311K Hold
11,861
– – 0.01% 479
2020
Q4 		$249K Buy
11,861
+2,466
+26% +$44K 0.01% 525
2020
Q3 		$115K Hold
9,395
– – 0.01% 729
2020
Q2 		$136K Hold
9,395
– – 0.01% 657
2020
Q1 		$98K Hold
9,395
– – 0.01% 684
2019
Q4 		$155K Hold
9,395
– – 0.01% 593
2019
Q3 		$142K Hold
9,395
– – 0.01% 593
2019
Q2 		$145K Buy
9,395
+2,405
+34% +$39.1K 0.01% 536
2019
Q1 		$119K Buy
+6,990
New +$110K 0.01% 552

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parallel Advisors's CCB Position: Q1 2026 in Review

Parallel Advisors reduced its Coastal Financial (CCB) stake by 9.8% in Q1 2026, selling an estimated $26K and leaving 2,636 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Parallel Advisors first reported a position in CCB in Q1 2019 and has held it in 29 quarters since. The position peaked at $677K in Q4 2024. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Parallel Advisors held 2,636 shares of Coastal Financial worth $201K as of Q1 2026.
  • Parallel Advisors sold 288 Coastal Financial shares in Q1 2026, an estimated $26K.
  • Coastal Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1171 holding.
  • Parallel Advisors first reported a position in Coastal Financial in Q1 2019 and has held it in 29 quarters since.
  • Parallel Advisors's Coastal Financial position peaked at $677K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.