State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Coastal Financial CCB Stock Holding History

State of Wisconsin Investment Board’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 		$7.28M Sell
95,647
-15,148
-14% -$1.37M 0.02% 824
2025
Q4 		$12.7M Buy
110,795
+7,538
+7% +$822K 0.03% 559
2025
Q3 		$11.2M Sell
103,257
-46
-0% -$4.88K 0.03% 591
2025
Q2 		$10M Sell
103,303
-3,913
-4% -$337K 0.02% 639
2025
Q1 		$9.69M Buy
107,216
+3,847
+4% +$336K 0.03% 648
2024
Q4 		$8.78M Buy
103,369
+30,117
+41% +$2.1M 0.02% 716
2024
Q3 		$3.95M Buy
73,252
+5,836
+9% +$293K 0.01% 1042
2024
Q2 		$3.11M Sell
67,416
-342
-0.5% -$14.4K 0.01% 1119
2024
Q1 		$2.63M Buy
67,758
+9,686
+17% +$383K 0.01% 1164
2023
Q4 		$2.58M Buy
58,072
+48,330
+496% +$2M 0.01% 1176
2023
Q3 		$418K Buy
+9,742
New +$423K ﹤0.01% 1903
2022
Q1 		– Sell
-7,300
Closed -$370K – 2305
2021
Q4 		$370K Buy
7,300
+1,000
+16% +$41.4K ﹤0.01% 1797
2021
Q3 		$201K Buy
+6,300
New +$188K ﹤0.01% 2072

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

State of Wisconsin Investment Board's CCB Position: Q1 2026 in Review

State of Wisconsin Investment Board reduced its Coastal Financial (CCB) stake by 14% in Q1 2026, selling an estimated $1.37M and leaving 95,647 shares worth $7.28M. The position accounts for 0.02% of the portfolio, ranked #824.

State of Wisconsin Investment Board first reported a position in CCB in Q3 2021 and has held it in 13 quarters since. The position peaked at $12.7M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • State of Wisconsin Investment Board held 95,647 shares of Coastal Financial worth $7.28M as of Q1 2026.
  • State of Wisconsin Investment Board sold 15,148 Coastal Financial shares in Q1 2026, an estimated $1.37M.
  • Coastal Financial made up 0.02% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #824 holding.
  • State of Wisconsin Investment Board first reported a position in Coastal Financial in Q3 2021 and has held it in 13 quarters since.
  • State of Wisconsin Investment Board's Coastal Financial position peaked at $12.7M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.