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Pinnacle Wealth Planning Services’s Coastal Financial CCB Stock Holding History

Pinnacle Wealth Planning Services’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
-661
Closed -$50.3K – 2762
2026
Q1 		$50.3K Buy
661
+110
+20% +$9.94K 0.01% 1199
2025
Q4 		$63.1K Buy
+551
New +$60.1K 0.01% 1044

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

Pinnacle Wealth Planning Services's CCB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 661 shares — an estimated $50.3K sold.

Pinnacle Wealth Planning Services first reported a position in CCB in Q4 2025 and held it in 2 quarters. The position peaked at $63.1K in Q4 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 661 Coastal Financial shares in Q2 2026, an estimated $50.3K.
  • Pinnacle Wealth Planning Services first reported a position in Coastal Financial in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Coastal Financial position peaked at $63.1K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.