RIL
CCB icon

Rothschild Investment LLC’s Coastal Financial CCB Stock Holding History

Rothschild Investment LLC’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 		$3.72K Buy
48
+23
+92% +$1.73K ﹤0.01% 2442
2026
Q1 		$1.9K Sell
25
-5
-17% -$452 ﹤0.01% 2583
2025
Q4 		$3.44K Hold
30
– – ﹤0.01% 2082
2025
Q3 		$3.25K Sell
30
-5
-14% -$530 ﹤0.01% 1933
2025
Q2 		$3.39K Hold
35
– – ﹤0.01% 1709
2025
Q1 		$3.16K Buy
35
+10
+40% +$874 ﹤0.01% 1653
2024
Q4 		$2.12K Buy
25
+5
+25% +$349 ﹤0.01% 1765
2024
Q3 		$1.08K Buy
20
+10
+100% +$501 ﹤0.01% 2117
2024
Q2 		$461 Buy
+10
New +$421 ﹤0.01% 2071

Other funds holding CCB

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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

Rothschild Investment LLC's CCB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Coastal Financial (CCB) stake by 92% in Q2 2026, buying an estimated $1.73K and bringing the position to 48 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Rothschild Investment LLC first reported a position in CCB in Q2 2024 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Rothschild Investment LLC held 48 shares of Coastal Financial worth $3.72K as of Q2 2026.
  • Rothschild Investment LLC bought 23 Coastal Financial shares in Q2 2026, an estimated $1.73K.
  • Coastal Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2442 holding.
  • Rothschild Investment LLC first reported a position in Coastal Financial in Q2 2024 and has held it in 9 quarters since.
  • 64 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.