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
Q2 		$1.87M Sell
24,088
-9,210
-28% -$692K ﹤0.01% 1991
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 $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

SEI Investments's CCB Position: Q2 2026 in Review

SEI Investments reduced its Coastal Financial (CCB) stake by 28% in Q2 2026, selling an estimated $692K and leaving 24,088 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

SEI Investments first reported a position in CCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05M in Q4 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • SEI Investments held 24,088 shares of Coastal Financial worth $1.87M as of Q2 2026.
  • SEI Investments sold 9,210 Coastal Financial shares in Q2 2026, an estimated $692K.
  • Coastal Financial made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1991 holding.
  • SEI Investments first reported a position in Coastal Financial in Q4 2024 and has held it in 7 quarters since.
  • SEI Investments's Coastal Financial position peaked at $4.05M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.