Pictet Asset Management
CCB icon

Pictet Asset Management’s Coastal Financial CCB Stock Holding History

Pictet Asset 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
Q1 		– Sell
-2,456
Closed -$281K – 2117
2025
Q4 		$281K Buy
2,456
+487
+25% +$53.1K ﹤0.01% 1743
2025
Q3 		$213K Buy
+1,969
New +$209K ﹤0.01% 1836
2025
Q1 		– Sell
-2,518
Closed -$214K – 2021
2024
Q4 		$214K Buy
+2,518
New +$176K ﹤0.01% 1823

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return

Pictet Asset Management's CCB Position: Q1 2026 in Review

Pictet Asset Management sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 2,456 shares — an estimated $281K sold.

Pictet Asset Management first reported a position in CCB in Q4 2024 and held it in 3 quarters. The position peaked at $281K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Pictet Asset Management reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Pictet Asset Management sold 2,456 Coastal Financial shares in Q1 2026, an estimated $281K.
  • Pictet Asset Management first reported a position in Coastal Financial in Q4 2024 and held it in 3 quarters.
  • Pictet Asset Management's Coastal Financial position peaked at $281K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.