Principal Financial Group
CCB icon

Principal Financial Group’s Coastal Financial CCB Stock Holding History

Principal Financial 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
Q1 		– Sell
-35,668
Closed -$4.09M – 2201
2025
Q4 		$4.09M Sell
35,668
-11,115
-24% -$1.21M ﹤0.01% 1678
2025
Q3 		$5.06M Buy
46,783
+4,662
+11% +$494K ﹤0.01% 1580
2025
Q2 		$4.08M Buy
42,121
+27,818
+194% +$2.4M ﹤0.01% 1641
2025
Q1 		$1.29M Buy
14,303
+6,673
+87% +$583K ﹤0.01% 1819
2024
Q4 		$648K Buy
7,630
+653
+9% +$45.6K ﹤0.01% 1926
2024
Q3 		$377K Buy
+6,977
New +$350K ﹤0.01% 1998
2022
Q3 		– Sell
-8,617
Closed -$329K – 2508
2022
Q2 		$329K Buy
+8,617
New +$346K ﹤0.01% 2156

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

Principal Financial Group's CCB Position: Q1 2026 in Review

Principal Financial Group sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 35,668 shares — an estimated $4.09M sold.

Principal Financial Group first reported a position in CCB in Q2 2022 and held it in 7 quarters. The position peaked at $5.06M in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Principal Financial Group reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 35,668 Coastal Financial shares in Q1 2026, an estimated $4.09M.
  • Principal Financial Group first reported a position in Coastal Financial in Q2 2022 and held it in 7 quarters.
  • Principal Financial Group's Coastal Financial position peaked at $5.06M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.