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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
Q2 		$5.49M Buy
70,814
+1,235
+2% +$92.8K 0.07% 308
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 $153B AUM 38.14% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Segall Bryant & Hamill's CCB Position: Q2 2026 in Review

Segall Bryant & Hamill increased its Coastal Financial (CCB) stake by 1.8% in Q2 2026, buying an estimated $92.8K and bringing the position to 70,814 shares worth $5.49M. The position accounts for 0.07% of the portfolio, ranked #308.

Segall Bryant & Hamill first reported a position in CCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.39M in Q4 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Segall Bryant & Hamill held 70,814 shares of Coastal Financial worth $5.49M as of Q2 2026.
  • Segall Bryant & Hamill bought 1,235 Coastal Financial shares in Q2 2026, an estimated $92.8K.
  • Coastal Financial made up 0.07% of Segall Bryant & Hamill's portfolio in Q2 2026, its #308 holding.
  • Segall Bryant & Hamill first reported a position in Coastal Financial in Q4 2025 and has held it in 3 quarters since.
  • Segall Bryant & Hamill's Coastal Financial position peaked at $8.39M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.