PNC Financial Services Group
CCB icon

PNC Financial Services Group’s Coastal Financial CCB Stock Holding History

PNC Financial Services Group’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
Q3 		$2.28K Sell
57
-22
-28% -$1.23K ﹤0.01% 4785
2026
Q2 		$6.12K Sell
79
-32,122
-100% -$2.41M ﹤0.01% 4316
2026
Q1 		$2.45M Buy
32,201
+32,012
+16,938% +$2.89M ﹤0.01% 932
2025
Q4 		$21.7K Sell
189
-5
-3% -$546 ﹤0.01% 3619
2025
Q3 		$21K Buy
+194
New +$20.6K ﹤0.01% 3619
2025
Q2 		– Sell
-55
Closed -$4.97K – 4933
2025
Q1 		$4.97K Buy
+55
New +$4.81K ﹤0.01% 4065

Other funds holding CCB

Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $122M AUM 5.26% 1-Year Est. Return
Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

PNC Financial Services Group's CCB Position: Q3 2026 in Review

PNC Financial Services Group reduced its Coastal Financial (CCB) stake by 28% in Q3 2026, selling an estimated $1.23K and leaving 57 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4785.

PNC Financial Services Group first reported a position in CCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.45M in Q1 2026. 78 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

  • PNC Financial Services Group held 57 shares of Coastal Financial worth $2.28K as of Q3 2026.
  • PNC Financial Services Group sold 22 Coastal Financial shares in Q3 2026, an estimated $1.23K.
  • Coastal Financial made up ﹤0.01% of PNC Financial Services Group's portfolio in Q3 2026, its #4785 holding.
  • PNC Financial Services Group first reported a position in Coastal Financial in Q1 2025 and has held it in 6 quarters since.
  • PNC Financial Services Group's Coastal Financial position peaked at $2.45M in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on PNC Financial Services Group's 13F filing for Q3 2026, filed 6 Nov 2026.