QT
CCB icon

Quantbot Technologies’s Coastal Financial CCB Stock Holding History

Quantbot Technologies’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 		$169K Sell
2,224
-545
-20% -$49.2K 0.01% 1215
2025
Q4 		$317K Sell
2,769
-13,281
-83% -$1.45M 0.01% 1093
2025
Q3 		$1.74M Buy
16,050
+6,515
+68% +$691K 0.05% 586
2025
Q2 		$924K Buy
9,535
+1,059
+12% +$91.3K 0.02% 808
2025
Q1 		$766K Buy
8,476
+8,393
+10,112% +$733K 0.02% 759
2024
Q4 		$7.05K Sell
83
-2,128
-96% -$148K ﹤0.01% 1384
2024
Q3 		$119K Buy
+2,211
New +$111K ﹤0.01% 1145
2024
Q1 		– Sell
-657
Closed -$29.2K – 1584
2023
Q4 		$29.2K Buy
+657
New +$27.1K ﹤0.01% 1401
2023
Q1 		– Sell
-1,795
Closed -$85.3K – 1588
2022
Q4 		$85.3K Buy
+1,795
New +$83.2K 0.01% 1182

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

Quantbot Technologies's CCB Position: Q1 2026 in Review

Quantbot Technologies reduced its Coastal Financial (CCB) stake by 20% in Q1 2026, selling an estimated $49.2K and leaving 2,224 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #1215.

Quantbot Technologies first reported a position in CCB in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.74M in Q3 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Quantbot Technologies held 2,224 shares of Coastal Financial worth $169K as of Q1 2026.
  • Quantbot Technologies sold 545 Coastal Financial shares in Q1 2026, an estimated $49.2K.
  • Coastal Financial made up 0.01% of Quantbot Technologies's portfolio in Q1 2026, its #1215 holding.
  • Quantbot Technologies first reported a position in Coastal Financial in Q4 2022 and has held it in 9 quarters since.
  • Quantbot Technologies's Coastal Financial position peaked at $1.74M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.