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Rossby Financial’s Coastal Financial CCB Stock Holding History

Rossby Financial’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 		$15.9K Sell
205
-4
-2% -$301 ﹤0.01% 1030
2026
Q1 		$16.1K Buy
209
+4
+2% +$361 ﹤0.01% 1079
2025
Q4 		$23.5K Buy
205
+69
+51% +$7.53K 0.01% 693
2025
Q3 		$15K Buy
136
+79
+139% +$8.37K ﹤0.01% 769
2025
Q2 		$5.52K Hold
57
– – ﹤0.01% 887
2025
Q1 		$5.02K Buy
+57
New +$4.98K ﹤0.01% 805

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

Rossby Financial's CCB Position: Q2 2026 in Review

Rossby Financial reduced its Coastal Financial (CCB) stake by 1.9% in Q2 2026, selling an estimated $301 and leaving 205 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Rossby Financial first reported a position in CCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.5K in Q4 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Rossby Financial held 205 shares of Coastal Financial worth $15.9K as of Q2 2026.
  • Rossby Financial sold 4 Coastal Financial shares in Q2 2026, an estimated $301.
  • Coastal Financial made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1030 holding.
  • Rossby Financial first reported a position in Coastal Financial in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Coastal Financial position peaked at $23.5K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.