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Sterling Capital Management’s Coastal Financial CCB Stock Holding History

Sterling Capital 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 		$6.39K Sell
84
-2
-2% -$181 ﹤0.01% 2615
2025
Q4 		$9.86K Buy
86
+55
+177% +$6K ﹤0.01% 2609
2025
Q3 		$3.35K Hold
31
– – ﹤0.01% 2885
2025
Q2 		$3K Buy
31
+6
+24% +$517 ﹤0.01% 2784
2025
Q1 		$2.26K Sell
25
-7
-22% -$612 ﹤0.01% 2542
2024
Q4 		$2.72K Buy
32
+20
+167% +$1.4K ﹤0.01% 2690
2024
Q3 		$648 Buy
+12
New +$602 ﹤0.01% 2752

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

Sterling Capital Management's CCB Position: Q1 2026 in Review

Sterling Capital Management reduced its Coastal Financial (CCB) stake by 2.3% in Q1 2026, selling an estimated $181 and leaving 84 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Sterling Capital Management first reported a position in CCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.86K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Sterling Capital Management held 84 shares of Coastal Financial worth $6.39K as of Q1 2026.
  • Sterling Capital Management sold 2 Coastal Financial shares in Q1 2026, an estimated $181.
  • Coastal Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2615 holding.
  • Sterling Capital Management first reported a position in Coastal Financial in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's Coastal Financial position peaked at $9.86K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.