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Segall Bryant & Hamill’s Coastal Financial CCB Stock Holding History

Segall Bryant & Hamill’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 		$5.29M Sell
69,579
-3,608
-5% -$326K 0.08% 297
2025
Q4 		$8.39M Buy
+73,187
New +$7.98M 0.11% 251

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

Segall Bryant & Hamill's CCB Position: Q1 2026 in Review

Segall Bryant & Hamill reduced its Coastal Financial (CCB) stake by 4.9% in Q1 2026, selling an estimated $326K and leaving 69,579 shares worth $5.29M. The position accounts for 0.08% of the portfolio, ranked #297.

Segall Bryant & Hamill first reported a position in CCB in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.39M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Segall Bryant & Hamill held 69,579 shares of Coastal Financial worth $5.29M as of Q1 2026.
  • Segall Bryant & Hamill sold 3,608 Coastal Financial shares in Q1 2026, an estimated $326K.
  • Coastal Financial made up 0.08% of Segall Bryant & Hamill's portfolio in Q1 2026, its #297 holding.
  • Segall Bryant & Hamill first reported a position in Coastal Financial in Q4 2025 and has held it in 2 quarters since.
  • Segall Bryant & Hamill's Coastal Financial position peaked at $8.39M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.