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Quantinno Capital Management’s Coastal Financial CCB Stock Holding History

Quantinno Capital Management’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 		$1.15M Sell
14,880
-10,497
-41% -$789K ﹤0.01% 2437
2026
Q1 		$1.93M Buy
25,377
+23,125
+1,027% +$2.09M ﹤0.01% 1647
2025
Q4 		$258K Buy
+2,252
New +$246K ﹤0.01% 2917

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

Quantinno Capital Management's CCB Position: Q2 2026 in Review

Quantinno Capital Management reduced its Coastal Financial (CCB) stake by 41% in Q2 2026, selling an estimated $789K and leaving 14,880 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Quantinno Capital Management first reported a position in CCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q1 2026. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Quantinno Capital Management held 14,880 shares of Coastal Financial worth $1.15M as of Q2 2026.
  • Quantinno Capital Management sold 10,497 Coastal Financial shares in Q2 2026, an estimated $789K.
  • Coastal Financial made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #2437 holding.
  • Quantinno Capital Management first reported a position in Coastal Financial in Q4 2025 and has held it in 3 quarters since.
  • Quantinno Capital Management's Coastal Financial position peaked at $1.93M in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.