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Stieven Capital Advisors’s Coastal Financial CCB Stock Holding History

Stieven Capital Advisors’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 		$12.1M Buy
155,771
+45,200
+41% +$3.4M 2.3% 18
2026
Q1 		$8.41M Buy
110,571
+44,800
+68% +$4.05M 1.8% 23
2025
Q4 		$7.54M Sell
65,771
-200
-0.3% -$21.8K 1.4% 28
2025
Q3 		$7.14M Sell
65,971
-22,600
-26% -$2.4M 1.35% 29
2025
Q2 		$8.58M Buy
88,571
+100
+0.1% +$8.62K 1.67% 27
2025
Q1 		$8M Sell
88,471
-13,742
-13% -$1.2M 1.55% 31
2024
Q4 		$8.68M Buy
102,213
+28,100
+38% +$1.96M 1.54% 31
2024
Q3 		$4M Buy
74,113
+19,500
+36% +$977K 0.76% 41
2024
Q2 		$2.52M Sell
54,613
-800
-1% -$33.7K 0.56% 43
2024
Q1 		$2.15M Buy
55,413
+100
+0.2% +$3.96K 0.45% 46
2023
Q4 		$2.46M Hold
55,313
– – 0.53% 40
2023
Q3 		$2.37M Buy
+55,313
New +$2.4M 0.62% 38
2022
Q1 		– Sell
-20,469
Closed -$1.04M – 48
2021
Q4 		$1.04M Buy
+20,469
New +$848K 0.12% 48

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

Stieven Capital Advisors's CCB Position: Q2 2026 in Review

Stieven Capital Advisors increased its Coastal Financial (CCB) stake by 41% in Q2 2026, buying an estimated $3.4M and bringing the position to 155,771 shares worth $12.1M. The position accounts for 2.3% of the portfolio, ranked #18.

Stieven Capital Advisors first reported a position in CCB in Q4 2021 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Stieven Capital Advisors held 155,771 shares of Coastal Financial worth $12.1M as of Q2 2026.
  • Stieven Capital Advisors bought 45,200 Coastal Financial shares in Q2 2026, an estimated $3.4M.
  • Coastal Financial made up 2.3% of Stieven Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Stieven Capital Advisors first reported a position in Coastal Financial in Q4 2021 and has held it in 13 quarters since.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Stieven Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.