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RiverPark Advisors’s Coastal Financial CCB Stock Holding History

RiverPark Advisors’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 		– Sell
-808
Closed -$92.6K – 156
2025
Q4 		$92.6K Buy
+808
New +$88.2K 0.03% 116

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ACL
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VCM
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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

RiverPark Advisors's CCB Position: Q1 2026 in Review

RiverPark Advisors sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 808 shares — an estimated $92.6K sold.

RiverPark Advisors first reported a position in CCB in Q4 2025 and held it in 1 quarter. The position peaked at $92.6K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • RiverPark Advisors reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • RiverPark Advisors sold 808 Coastal Financial shares in Q1 2026, an estimated $92.6K.
  • RiverPark Advisors first reported a position in Coastal Financial in Q4 2025 and held it in 1 quarter.
  • RiverPark Advisors's Coastal Financial position peaked at $92.6K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on RiverPark Advisors's 13F filing for Q1 2026, filed 14 May 2026.