Riverwater Partners’s Coastal Financial CCB Stock Holding History

Riverwater Partners’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	$1.53M	Sell	20,152 -9,449	-32%	-$854K	0.51%	69
2025 Q4	$3.39M	Hold	29,601	–	–	1.31%	13
2025 Q3	$3.2M	Sell	29,601 -183	-0.6%	-$19.4K	1.33%	13
2025 Q2	$2.89M	Sell	29,784 -75	-0.3%	-$6.46K	1.36%	12
2025 Q1	$2.7M	Sell	29,859 -6,830	-19%	-$597K	1.39%	10
2024 Q4	$3.12M	Sell	36,689 -1,981	-5%	-$138K	1.52%	9
2024 Q3	$2.01M	Buy	38,670 +30,405	+368%	+$1.52M	1%	23
2024 Q2	$381K	Buy	8,265 +494	+6%	+$20.8K	0.28%	110
2024 Q1	$302K	Sell	7,771 -110	-1%	-$4.35K	0.22%	145
2023 Q4	$349K	Buy	7,881 +153	+2%	+$6.32K	0.27%	118
2023 Q3	$332K	Buy	+7,728	New	+$335K	0.3%	111

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverwater Partners's CCB Position: Q1 2026 in Review

Riverwater Partners reduced its Coastal Financial (CCB) stake by 32% in Q1 2026, selling an estimated $854K and leaving 20,152 shares worth $1.53M. The position accounts for 0.51% of the portfolio, ranked #69.

Riverwater Partners first reported a position in CCB in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.39M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Riverwater Partners held 20,152 shares of Coastal Financial worth $1.53M as of Q1 2026.
Riverwater Partners sold 9,449 Coastal Financial shares in Q1 2026, an estimated $854K.
Coastal Financial made up 0.51% of Riverwater Partners's portfolio in Q1 2026, its #69 holding.
Riverwater Partners first reported a position in Coastal Financial in Q3 2023 and has held it in 11 quarters since.
Riverwater Partners's Coastal Financial position peaked at $3.39M in Q4 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.