Qube Research & Technologies (QRT)
CCB icon

Qube Research & Technologies (QRT)’s Coastal Financial CCB Stock Holding History

Qube Research & Technologies (QRT)’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 		$5.23M Buy
67,416
+55,320
+457% +$4.16M ﹤0.01% 1607
2026
Q1 		$921K Buy
+12,096
New +$1.09M ﹤0.01% 2534

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

Qube Research & Technologies (QRT)'s CCB Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its Coastal Financial (CCB) stake by 457% in Q2 2026, buying an estimated $4.16M and bringing the position to 67,416 shares worth $5.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Qube Research & Technologies (QRT) first reported a position in CCB in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Qube Research & Technologies (QRT) held 67,416 shares of Coastal Financial worth $5.23M as of Q2 2026.
  • Qube Research & Technologies (QRT) bought 55,320 Coastal Financial shares in Q2 2026, an estimated $4.16M.
  • Coastal Financial made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #1607 holding.
  • Qube Research & Technologies (QRT) first reported a position in Coastal Financial in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.