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Silvercrest Asset Management’s Coastal Financial CCB Stock Holding History

Silvercrest Asset Management’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 		$5.87M Sell
77,084
-8,639
-10% -$781K 0.04% 403
2025
Q4 		$9.82M Hold
85,723
– – 0.07% 315
2025
Q3 		$9.27M Buy
85,723
+26,937
+46% +$2.86M 0.06% 325
2025
Q2 		$5.69M Buy
+58,786
New +$5.07M 0.04% 412

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

Silvercrest Asset Management's CCB Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Coastal Financial (CCB) stake by 10% in Q1 2026, selling an estimated $781K and leaving 77,084 shares worth $5.87M. The position accounts for 0.04% of the portfolio, ranked #403.

Silvercrest Asset Management first reported a position in CCB in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.82M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Silvercrest Asset Management held 77,084 shares of Coastal Financial worth $5.87M as of Q1 2026.
  • Silvercrest Asset Management sold 8,639 Coastal Financial shares in Q1 2026, an estimated $781K.
  • Coastal Financial made up 0.04% of Silvercrest Asset Management's portfolio in Q1 2026, its #403 holding.
  • Silvercrest Asset Management first reported a position in Coastal Financial in Q2 2025 and has held it in 4 quarters since.
  • Silvercrest Asset Management's Coastal Financial position peaked at $9.82M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.