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Persistent Asset Partners’s Coastal Financial CCB Stock Holding History

Persistent Asset 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
2026
Q2 		– Sell
-24,673
Closed -$1.88M – 828
2026
Q1 		$1.88M Buy
24,673
+9,237
+60% +$835K 0.7% 34
2025
Q4 		$1.77M Buy
15,436
+6,345
+70% +$692K 0.79% 24
2025
Q3 		$983K Sell
9,091
-7,341
-45% -$778K 0.68% 48
2025
Q2 		$1.59M Sell
16,432
-5,382
-25% -$464K 1.18% 23
2025
Q1 		$1.97M Buy
21,814
+3,173
+17% +$277K 1.65% 15
2024
Q4 		$1.66M Buy
+18,641
New +$1.3M 1.38% 19

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 $3.37T AUM 44.26% 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

Persistent Asset Partners's CCB Position: Q2 2026 in Review

Persistent Asset Partners sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 24,673 shares — an estimated $1.88M sold.

Persistent Asset Partners first reported a position in CCB in Q4 2024 and held it in 6 quarters. The position peaked at $1.97M in Q1 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Persistent Asset Partners reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • Persistent Asset Partners sold 24,673 Coastal Financial shares in Q2 2026, an estimated $1.88M.
  • Persistent Asset Partners first reported a position in Coastal Financial in Q4 2024 and held it in 6 quarters.
  • Persistent Asset Partners's Coastal Financial position peaked at $1.97M in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Persistent Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.