Simplex Trading
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Simplex Trading’s Coastal Financial CCB Stock Holding History

Simplex Trading’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
2025
Q2 		– Sell
-500
Closed -$45K – 8712
2025
Q1 		$45K Hold
500
– – ﹤0.01% 5867
2024
Q4 		$42K Buy
+500
New +$34.9K ﹤0.01% 6041
2024
Q3 		– Sell
-1,700
Closed -$78K – 8564
2024
Q2 		$78K Buy
+1,700
New +$71.5K ﹤0.01% 5623
2022
Q1 		– Sell
-1,100
Closed -$55K – 10451
2021
Q4 		$55K Buy
+1,100
New +$45.6K ﹤0.01% 7128

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplex Trading's CCB Position: Q1 2025 in Review

Simplex Trading sold out of Coastal Financial (CCB) in Q1 2025, closing a stake of 100 shares — an estimated $8.74K sold.

Simplex Trading first reported a position in CCB in Q4 2021 and held it in 5 quarters. The position peaked at $335K in Q3 2023. 177 funds tracked by Wall St. Rank hold CCB as of Q1 2025.

  • Simplex Trading reported no remaining Coastal Financial position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 100 Coastal Financial shares in Q1 2025, an estimated $8.74K.
  • Simplex Trading first reported a position in Coastal Financial in Q4 2021 and held it in 5 quarters.
  • Simplex Trading's Coastal Financial position peaked at $335K in Q3 2023.
  • 177 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.