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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
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

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Physician Wealth Advisors's CCB Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 5 shares — an estimated $573 sold.

Physician Wealth Advisors first reported a position in CCB in Q3 2025 and held it in 2 quarters. The position peaked at $573 in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 5 Coastal Financial shares in Q1 2026, an estimated $573.
  • Physician Wealth Advisors first reported a position in Coastal Financial in Q3 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Coastal Financial position peaked at $573 in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.