Squarepoint
CCB icon

Squarepoint’s Coastal Financial CCB Stock Holding History

Squarepoint’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 		$1.04M Buy
13,436
+8,478
+171% +$637K ﹤0.01% 2871
2026
Q1 		$377K Buy
+4,958
New +$448K ﹤0.01% 3539
2025
Q1 		– Sell
-19,597
Closed -$1.66M – 4654
2024
Q4 		$1.66M Buy
+19,597
New +$1.37M ﹤0.01% 2580

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

Squarepoint's CCB Position: Q2 2026 in Review

Squarepoint increased its Coastal Financial (CCB) stake by 171% in Q2 2026, buying an estimated $637K and bringing the position to 13,436 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Squarepoint first reported a position in CCB in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2024. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Squarepoint held 13,436 shares of Coastal Financial worth $1.04M as of Q2 2026.
  • Squarepoint bought 8,478 Coastal Financial shares in Q2 2026, an estimated $637K.
  • Coastal Financial made up ﹤0.01% of Squarepoint's portfolio in Q2 2026, its #2871 holding.
  • Squarepoint first reported a position in Coastal Financial in Q4 2024 and has held it in 3 quarters since.
  • Squarepoint's Coastal Financial position peaked at $1.66M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.