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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
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 $145B AUM 22.78% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's CCB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Coastal Financial (CCB) stake by 20% in Q1 2026, buying an estimated $9.94K and bringing the position to 661 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #1199.

Pinnacle Wealth Planning Services first reported a position in CCB in Q4 2025 and has held it in 2 quarters since. The position peaked at $63.1K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 661 shares of Coastal Financial worth $50.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 110 Coastal Financial shares in Q1 2026, an estimated $9.94K.
  • Coastal Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1199 holding.
  • Pinnacle Wealth Planning Services first reported a position in Coastal Financial in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Coastal Financial position peaked at $63.1K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.