QT
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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
Q2 		$1.3M Buy
16,742
+14,518
+653% +$1.09M 0.05% 516
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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Quantbot Technologies's CCB Position: Q2 2026 in Review

Quantbot Technologies increased its Coastal Financial (CCB) stake by 653% in Q2 2026, buying an estimated $1.09M and bringing the position to 16,742 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #516.

Quantbot Technologies first reported a position in CCB in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.74M in Q3 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Quantbot Technologies held 16,742 shares of Coastal Financial worth $1.3M as of Q2 2026.
  • Quantbot Technologies bought 14,518 Coastal Financial shares in Q2 2026, an estimated $1.09M.
  • Coastal Financial made up 0.05% of Quantbot Technologies's portfolio in Q2 2026, its #516 holding.
  • Quantbot Technologies first reported a position in Coastal Financial in Q4 2022 and has held it in 10 quarters since.
  • Quantbot Technologies's Coastal Financial position peaked at $1.74M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.