Steven Cohen’s Coastal Financial CCB Stock Holding History

Steven Cohen’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	$2.65M	Buy	34,182 +19,945	+140%	+$1.5M	﹤0.01%	2204
2026 Q1	$1.08M	Buy	14,237 +3,424	+32%	+$309K	﹤0.01%	2717
2025 Q4	$1.24M	Buy	+10,813	New	+$1.18M	﹤0.01%	2760
2025 Q3	–	Sell	-1,400	Closed	-$136K	–	2346
2025 Q2	$136K	Buy	+1,400	New	+$121K	﹤0.01%	2047
2025 Q1	–	Sell	-3,300	Closed	-$280K	–	2087
2024 Q4	$280K	Sell	3,300 -785	-19%	-$54.8K	﹤0.01%	1813
2024 Q3	$221K	Buy	+4,085	New	+$205K	﹤0.01%	1772

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steven Cohen's CCB Position: Q2 2026 in Review

Steven Cohen increased its Coastal Financial (CCB) stake by 140% in Q2 2026, buying an estimated $1.5M and bringing the position to 34,182 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Steven Cohen first reported a position in CCB in Q3 2024 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Steven Cohen held 34,182 shares of Coastal Financial worth $2.65M as of Q2 2026.
Steven Cohen bought 19,945 Coastal Financial shares in Q2 2026, an estimated $1.5M.
Coastal Financial made up ﹤0.01% of Steven Cohen's portfolio in Q2 2026, its #2204 holding.
Steven Cohen first reported a position in Coastal Financial in Q3 2024 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.