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Smartleaf Asset Management’s Coastal Financial CCB Stock Holding History

Smartleaf 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 		$48K Hold
624
– – ﹤0.01% 1538
2026
Q1 		$46.3K Hold
624
– – ﹤0.01% 1497
2025
Q4 		$71.5K Buy
624
+621
+20,700% +$67.8K ﹤0.01% 1372
2025
Q3 		$350 Buy
+3
New +$318 ﹤0.01% 2897

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

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

Smartleaf Asset Management held its Coastal Financial (CCB) position steady in Q2 2026 at 624 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Smartleaf Asset Management first reported a position in CCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.5K in Q4 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Smartleaf Asset Management held 624 shares of Coastal Financial worth $48K as of Q2 2026.
  • Smartleaf Asset Management left its Coastal Financial share count unchanged in Q2 2026.
  • Coastal Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1538 holding.
  • Smartleaf Asset Management first reported a position in Coastal Financial in Q3 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's Coastal Financial position peaked at $71.5K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.