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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
Q2 		$389 Hold
5
– – ﹤0.01% 2631
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Parkside Financial Bank & Trust's CCB Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its Coastal Financial (CCB) position steady in Q2 2026 at 5 shares worth $389. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Parkside Financial Bank & Trust first reported a position in CCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $906 in Q1 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Parkside Financial Bank & Trust held 5 shares of Coastal Financial worth $389 as of Q2 2026.
  • Parkside Financial Bank & Trust left its Coastal Financial share count unchanged in Q2 2026.
  • Coastal Financial made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2631 holding.
  • Parkside Financial Bank & Trust first reported a position in Coastal Financial in Q1 2025 and has held it in 6 quarters since.
  • Parkside Financial Bank & Trust's Coastal Financial position peaked at $906 in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.