Russell Investments Group’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.88M Buy
51,020
+2,450
+5% +$221K ﹤0.01% 1498
2025
Q4
$5.57M Buy
48,570
+2,093
+5% +$228K 0.01% 1260
2025
Q3
$5.03M Buy
46,477
+45,650
+5,520% +$4.84M 0.01% 1312
2025
Q2
$80.1K Buy
827
+576
+229% +$49.6K ﹤0.01% 2878
2025
Q1
$22.7K Buy
251
+109
+77% +$9.53K ﹤0.01% 3085
2024
Q4
$12.1K Sell
142
-28
-16% -$1.95K ﹤0.01% 3102
2024
Q3
$9.18K Buy
170
+45
+36% +$2.26K ﹤0.01% 3099
2024
Q2
$5.77K Sell
125
-696
-85% -$29.3K ﹤0.01% 3185
2024
Q1
$31.9K Buy
821
+39
+5% +$1.54K ﹤0.01% 2721
2023
Q4
$34.7K Buy
782
+34
+5% +$1.4K ﹤0.01% 2679
2023
Q3
$32.1K Sell
748
-5,893
-89% -$256K ﹤0.01% 2810
2023
Q2
$250K Sell
6,641
-3,093
-32% -$110K ﹤0.01% 2422
2023
Q1
$351K Buy
9,734
+4,934
+103% +$212K ﹤0.01% 2364
2022
Q4
$228K Hold
4,800
﹤0.01% 2541
2022
Q3
$189K Hold
4,800
﹤0.01% 2554
2022
Q2
$182K Hold
4,800
﹤0.01% 2560
2022
Q1
$218K Buy
4,800
+3,774
+368% +$184K ﹤0.01% 2443
2021
Q4
$51K Hold
1,026
﹤0.01% 2900
2021
Q3
$32K Sell
1,026
-9,264
-90% -$276K ﹤0.01% 2972
2021
Q2
$293K Sell
10,290
-8,754
-46% -$256K ﹤0.01% 2788
2021
Q1
$498K Sell
19,044
-1,801
-9% -$44.5K ﹤0.01% 2527
2020
Q4
$436K Sell
20,845
-10,547
-34% -$188K ﹤0.01% 2478
2020
Q3
$383K Buy
31,392
+13,353
+74% +$184K ﹤0.01% 2512
2020
Q2
$260K Buy
18,039
+10,472
+138% +$138K ﹤0.01% 2622
2020
Q1
$82K Sell
7,567
-1,249
-14% -$19.5K ﹤0.01% 2787
2019
Q4
$144K Hold
8,816
﹤0.01% 2801
2019
Q3
$134K Buy
+8,816
New +$134K ﹤0.01% 2749

Other funds holding CCB

Russell Investments Group's CCB Position: Q1 2026 in Review

Russell Investments Group increased its Coastal Financial (CCB) stake by 5% in Q1 2026, buying an estimated $221K and bringing the position to 51,020 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Russell Investments Group first reported a position in CCB in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.57M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Russell Investments Group held 51,020 shares of Coastal Financial worth $3.88M as of Q1 2026.
  • Russell Investments Group bought 2,450 Coastal Financial shares in Q1 2026, an estimated $221K.
  • Coastal Financial made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #1498 holding.
  • Russell Investments Group first reported a position in Coastal Financial in Q3 2019 and has held it in 27 quarters since.
  • Russell Investments Group's Coastal Financial position peaked at $5.57M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.