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Principal Securities’s Coastal Financial CCB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2
Closed -$216 – 1673
2025
Q3 		$216 Hold
2
– – ﹤0.01% 3642
2025
Q2 		$194 Buy
+2
New +$172 ﹤0.01% 3606

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Principal Securities's CCB Position: Q4 2025 in Review

Principal Securities sold out of Coastal Financial (CCB) in Q4 2025, closing a stake of 2 shares — an estimated $216 sold.

Principal Securities first reported a position in CCB in Q2 2025 and held it in 2 quarters. The position peaked at $216 in Q3 2025. 207 funds tracked by Wall St. Rank hold CCB as of Q4 2025.

  • Principal Securities reported no remaining Coastal Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2 Coastal Financial shares in Q4 2025, an estimated $216.
  • Principal Securities first reported a position in Coastal Financial in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Coastal Financial position peaked at $216 in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.