SC
CCB icon

Stephens Consulting’s Coastal Financial CCB Stock Holding History

Stephens Consulting’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
-5
Closed -$453 – 1335
2025
Q1 		$453 Buy
+5
New +$437 ﹤0.01% 946

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

Stephens Consulting's CCB Position: Q2 2025 in Review

Stephens Consulting sold out of Coastal Financial (CCB) in Q2 2025, closing a stake of 5 shares — an estimated $453 sold.

Stephens Consulting first reported a position in CCB in Q1 2025 and held it in 1 quarter. The position peaked at $453 in Q1 2025. 176 funds tracked by Wall St. Rank hold CCB as of Q2 2025.

  • Stephens Consulting reported no remaining Coastal Financial position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 Coastal Financial shares in Q2 2025, an estimated $453.
  • Stephens Consulting first reported a position in Coastal Financial in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Coastal Financial position peaked at $453 in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.