PDT Partners’s Coastal Financial CCB Stock Holding History

PDT Partners’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 Q3	–	Sell	-13,769	Closed	-$1.33M	–	599
2025 Q2	$1.33M	Sell	13,769 -5,639	-29%	-$486K	0.08%	369
2025 Q1	$1.75M	Buy	19,408 +4,544	+31%	+$397K	0.12%	279
2024 Q4	$1.26M	Buy	14,864 +2,819	+23%	+$197K	0.11%	293
2024 Q3	$650K	Buy	+12,045	New	+$604K	0.06%	459

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PDT Partners's CCB Position: Q3 2025 in Review

PDT Partners sold out of Coastal Financial (CCB) in Q3 2025, closing a stake of 13,769 shares — an estimated $1.33M sold.

PDT Partners first reported a position in CCB in Q3 2024 and held it in 4 quarters. The position peaked at $1.75M in Q1 2025. 186 funds tracked by Wall St. Rank hold CCB as of Q3 2025.

PDT Partners reported no remaining Coastal Financial position as of Q3 2025 after selling out during the quarter.
PDT Partners sold 13,769 Coastal Financial shares in Q3 2025, an estimated $1.33M.
PDT Partners first reported a position in Coastal Financial in Q3 2024 and held it in 4 quarters.
PDT Partners's Coastal Financial position peaked at $1.75M in Q1 2025.
186 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2025.

Based on PDT Partners's 13F filing for Q3 2025, filed 17 Nov 2025.