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Physician Wealth Advisors’s Coastal Financial CCB Stock Holding History

Physician Wealth Advisors’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 		$698 Buy
+9
New +$676 ﹤0.01% 1960
2026
Q1 		– Sell
-5
Closed -$573 – 2084
2025
Q4 		$573 Hold
5
– – ﹤0.01% 1810
2025
Q3 		$541 Buy
+5
New +$530 ﹤0.01% 1781

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

Physician Wealth Advisors's CCB Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Coastal Financial (CCB) in Q2 2026: 9 shares worth $698. The stake represents ﹤0.01% of the portfolio and ranks #1960 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in CCB as recently as Q4 2025.

Physician Wealth Advisors first reported a position in CCB in Q3 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Physician Wealth Advisors held 9 shares of Coastal Financial worth $698 as of Q2 2026.
  • Coastal Financial was a new Physician Wealth Advisors position in Q2 2026.
  • Coastal Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1960 holding.
  • Physician Wealth Advisors first reported a position in Coastal Financial in Q3 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.