SEI Investments
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SEI Investments’s Coastal Financial CCB Stock Holding History

SEI Investments’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 		$2.53M Sell
33,298
-2,019
-6% -$182K ﹤0.01% 1891
2025
Q4 		$4.05M Buy
35,317
+9,823
+39% +$1.07M ﹤0.01% 1475
2025
Q3 		$2.76M Buy
25,494
+4,474
+21% +$474K ﹤0.01% 1566
2025
Q2 		$2.04M Sell
21,020
-1,589
-7% -$137K ﹤0.01% 1638
2025
Q1 		$2.04M Buy
22,609
+15,057
+199% +$1.32M ﹤0.01% 1628
2024
Q4 		$641K Buy
+7,552
New +$527K ﹤0.01% 2094

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

SEI Investments's CCB Position: Q1 2026 in Review

SEI Investments reduced its Coastal Financial (CCB) stake by 5.7% in Q1 2026, selling an estimated $182K and leaving 33,298 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

SEI Investments first reported a position in CCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.05M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • SEI Investments held 33,298 shares of Coastal Financial worth $2.53M as of Q1 2026.
  • SEI Investments sold 2,019 Coastal Financial shares in Q1 2026, an estimated $182K.
  • Coastal Financial made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #1891 holding.
  • SEI Investments first reported a position in Coastal Financial in Q4 2024 and has held it in 6 quarters since.
  • SEI Investments's Coastal Financial position peaked at $4.05M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.