Silver Grove Financial Group’s Coastal Financial CCB Stock Holding History

Silver Grove Financial Group’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	$15.6K	Buy	+201	New	+$15.1K	0.01%	730

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Silver Grove Financial Group's CCB Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Coastal Financial (CCB) in Q2 2026: 201 shares worth $15.6K. The stake represents 0.01% of the portfolio and ranks #730 among its holdings.

194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Silver Grove Financial Group held 201 shares of Coastal Financial worth $15.6K as of Q2 2026.
Coastal Financial was a new Silver Grove Financial Group position in Q2 2026.
Coastal Financial made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #730 holding.
194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.