Peregrine Capital Management’s Coastal Financial CCB Stock Holding History

Peregrine Capital Management’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	$10.3M	Sell	132,829 -6,778	-5%	-$509K	0.33%	88
2026 Q1	$10.6M	Sell	139,607 -6,099	-4%	-$551K	0.39%	62
2025 Q4	$16.7M	Sell	145,706 -1,847	-1%	-$202K	0.51%	34
2025 Q3	$16M	Buy	147,553 +6,860	+5%	+$727K	0.48%	35
2025 Q2	$13.6M	Buy	140,693 +28,099	+25%	+$2.42M	0.41%	43
2025 Q1	$10.2M	Buy	+112,594	New	+$9.84M	0.34%	64

Other funds holding CCB

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Peregrine Capital Management's CCB Position: Q2 2026 in Review

Peregrine Capital Management reduced its Coastal Financial (CCB) stake by 4.9% in Q2 2026, selling an estimated $509K and leaving 132,829 shares worth $10.3M. The position accounts for 0.33% of the portfolio, ranked #88.

Peregrine Capital Management first reported a position in CCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.7M in Q4 2025. 14 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Peregrine Capital Management held 132,829 shares of Coastal Financial worth $10.3M as of Q2 2026.
Peregrine Capital Management sold 6,778 Coastal Financial shares in Q2 2026, an estimated $509K.
Coastal Financial made up 0.33% of Peregrine Capital Management's portfolio in Q2 2026, its #88 holding.
Peregrine Capital Management first reported a position in Coastal Financial in Q1 2025 and has held it in 6 quarters since.
Peregrine Capital Management's Coastal Financial position peaked at $16.7M in Q4 2025.
14 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Peregrine Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.