SAM
CCB icon

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
Q2 		$5.7M Sell
73,505
-3,579
-5% -$269K 0.04% 435
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 $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

Silvercrest Asset Management's CCB Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Coastal Financial (CCB) stake by 4.6% in Q2 2026, selling an estimated $269K and leaving 73,505 shares worth $5.7M. The position accounts for 0.04% of the portfolio, ranked #435.

Silvercrest Asset Management first reported a position in CCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.82M in Q4 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Silvercrest Asset Management held 73,505 shares of Coastal Financial worth $5.7M as of Q2 2026.
  • Silvercrest Asset Management sold 3,579 Coastal Financial shares in Q2 2026, an estimated $269K.
  • Coastal Financial made up 0.04% of Silvercrest Asset Management's portfolio in Q2 2026, its #435 holding.
  • Silvercrest Asset Management first reported a position in Coastal Financial in Q2 2025 and has held it in 5 quarters since.
  • Silvercrest Asset Management's Coastal Financial position peaked at $9.82M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.