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CCB icon

SignatureFD’s Coastal Financial CCB Stock Holding History

SignatureFD’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
-48
Closed -$5.5K – 3494
2025
Q4 		$5.5K Buy
48
+19
+66% +$2.07K ﹤0.01% 2654
2025
Q3 		$3.14K Buy
29
+11
+61% +$1.17K ﹤0.01% 2816
2025
Q2 		$1.74K Sell
18
-22
-55% -$1.9K ﹤0.01% 2907
2025
Q1 		$3.62K Buy
40
+29
+264% +$2.53K ﹤0.01% 2709
2024
Q4 		$934 Buy
+11
New +$768 ﹤0.01% 3046
2023
Q2 		– Sell
-61
Closed -$2.2K – 3254
2023
Q1 		$2.2K Sell
61
-50
-45% -$2.15K ﹤0.01% 2777
2022
Q4 		$5.28K Buy
111
+39
+54% +$1.81K ﹤0.01% 2457
2022
Q3 		$3K Buy
+72
New +$2.91K ﹤0.01% 2616

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

SignatureFD's CCB Position: Q1 2026 in Review

SignatureFD sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 48 shares — an estimated $5.5K sold.

SignatureFD first reported a position in CCB in Q3 2022 and held it in 8 quarters. The position peaked at $5.5K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • SignatureFD reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • SignatureFD sold 48 Coastal Financial shares in Q1 2026, an estimated $5.5K.
  • SignatureFD first reported a position in Coastal Financial in Q3 2022 and held it in 8 quarters.
  • SignatureFD's Coastal Financial position peaked at $5.5K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.