Royal Bank of Canada
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Royal Bank of Canada’s Coastal Financial CCB Stock Holding History

Royal Bank of Canada’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 		$327K Sell
4,294
-550
-11% -$49.7K ﹤0.01% 4425
2025
Q4 		$555K Buy
4,844
+369
+8% +$40.3K ﹤0.01% 4081
2025
Q3 		$485K Sell
4,475
-2,390
-35% -$253K ﹤0.01% 4498
2025
Q2 		$665K Sell
6,865
-332
-5% -$28.6K ﹤0.01% 4250
2025
Q1 		$651K Sell
7,197
-500
-6% -$43.7K ﹤0.01% 3794
2024
Q4 		$653K Buy
7,697
+2,174
+39% +$152K ﹤0.01% 3870
2024
Q3 		$298K Sell
5,523
-17
-0.3% -$852 ﹤0.01% 4510
2024
Q2 		$255K Buy
5,540
+2,279
+70% +$95.9K ﹤0.01% 4553
2024
Q1 		$127K Sell
3,261
-2,359
-42% -$93.3K ﹤0.01% 5048
2023
Q4 		$250K Buy
5,620
+981
+21% +$40.5K ﹤0.01% 4910
2023
Q3 		$200K Buy
4,639
+605
+15% +$26.3K ﹤0.01% 4804
2023
Q2 		$151K Buy
4,034
+1,424
+55% +$50.9K ﹤0.01% 4995
2023
Q1 		$94K Sell
2,610
-1,748
-40% -$75.3K ﹤0.01% 5227
2022
Q4 		$207K Buy
4,358
+1,431
+49% +$66.3K ﹤0.01% 4852
2022
Q3 		$116K Buy
2,927
+69
+2% +$2.79K ﹤0.01% 5204
2022
Q2 		$109K Sell
2,858
-981
-26% -$39.4K ﹤0.01% 5271
2022
Q1 		$176K Sell
3,839
-1,085
-22% -$52.8K ﹤0.01% 5199
2021
Q4 		$250K Sell
4,924
-1,767
-26% -$73.2K ﹤0.01% 5107
2021
Q3 		$213K Buy
6,691
+343
+5% +$10.2K ﹤0.01% 5106
2021
Q2 		$182K Sell
6,348
-225
-3% -$6.59K ﹤0.01% 5152
2021
Q1 		$172K Buy
6,573
+328
+5% +$8.11K ﹤0.01% 5066
2020
Q4 		$131K Buy
+6,245
New +$111K ﹤0.01% 5159
2020
Q3 		– Sell
-60
Closed -$1K – 6642
2020
Q2 		$1K Sell
60
-1,058
-95% -$13.9K ﹤0.01% 6390
2020
Q1 		$12K Buy
1,118
+485
+77% +$7.58K ﹤0.01% 5754
2019
Q4 		$10K Buy
+633
New +$10.2K ﹤0.01% 6133
2019
Q1 		– Sell
-71
Closed -$1K – 6821
2018
Q4 		$1K Sell
71
-154
-68% -$2.38K ﹤0.01% 6549
2018
Q3 		$4K Buy
+225
New +$3.72K ﹤0.01% 6329

Other funds holding CCB

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

Royal Bank of Canada's CCB Position: Q1 2026 in Review

Royal Bank of Canada reduced its Coastal Financial (CCB) stake by 11% in Q1 2026, selling an estimated $49.7K and leaving 4,294 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #4425.

Royal Bank of Canada first reported a position in CCB in Q3 2018 and has held it in 27 quarters since. The position peaked at $665K in Q2 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Royal Bank of Canada held 4,294 shares of Coastal Financial worth $327K as of Q1 2026.
  • Royal Bank of Canada sold 550 Coastal Financial shares in Q1 2026, an estimated $49.7K.
  • Coastal Financial made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #4425 holding.
  • Royal Bank of Canada first reported a position in Coastal Financial in Q3 2018 and has held it in 27 quarters since.
  • Royal Bank of Canada's Coastal Financial position peaked at $665K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.