PFBT
CCB icon

Parkside Financial Bank & Trust’s Coastal Financial CCB Stock Holding History

Parkside Financial Bank & Trust’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 		$381 Hold
5
– – ﹤0.01% 2597
2025
Q4 		$573 Hold
5
– – ﹤0.01% 2547
2025
Q3 		$541 Hold
5
– – ﹤0.01% 2546
2025
Q2 		$485 Sell
5
-5
-50% -$431 ﹤0.01% 2570
2025
Q1 		$906 Buy
+10
New +$874 ﹤0.01% 2143

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

Parkside Financial Bank & Trust's CCB Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Coastal Financial (CCB) position steady in Q1 2026 at 5 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Parkside Financial Bank & Trust first reported a position in CCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $906 in Q1 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Parkside Financial Bank & Trust held 5 shares of Coastal Financial worth $381 as of Q1 2026.
  • Parkside Financial Bank & Trust left its Coastal Financial share count unchanged in Q1 2026.
  • Coastal Financial made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2597 holding.
  • Parkside Financial Bank & Trust first reported a position in Coastal Financial in Q1 2025 and has held it in 5 quarters since.
  • Parkside Financial Bank & Trust's Coastal Financial position peaked at $906 in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.