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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
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 $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

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

Smartleaf Asset Management held its Coastal Financial (CCB) position steady in Q1 2026 at 624 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Smartleaf Asset Management first reported a position in CCB in Q3 2025 and has held it in 3 quarters since. The position peaked at $71.5K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Smartleaf Asset Management held 624 shares of Coastal Financial worth $46.3K as of Q1 2026.
  • Smartleaf Asset Management left its Coastal Financial share count unchanged in Q1 2026.
  • Coastal Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1497 holding.
  • Smartleaf Asset Management first reported a position in Coastal Financial in Q3 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's Coastal Financial position peaked at $71.5K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

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