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Sanctuary Advisors’s Coastal Financial CCB Stock Holding History

Sanctuary Advisors’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 		– Sell
-1,852
Closed -$212K – 2544
2025
Q4 		$212K Buy
+1,852
New +$202K ﹤0.01% 2249

Other funds holding CCB

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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

Sanctuary Advisors's CCB Position: Q1 2026 in Review

Sanctuary Advisors sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 1,852 shares — an estimated $212K sold.

Sanctuary Advisors first reported a position in CCB in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Sanctuary Advisors reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Sanctuary Advisors sold 1,852 Coastal Financial shares in Q1 2026, an estimated $212K.
  • Sanctuary Advisors first reported a position in Coastal Financial in Q4 2025 and held it in 1 quarter.
  • Sanctuary Advisors's Coastal Financial position peaked at $212K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.