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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
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 $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

Stieven Capital Advisors's CCB Position: Q1 2026 in Review

Stieven Capital Advisors increased its Coastal Financial (CCB) stake by 68% in Q1 2026, buying an estimated $4.05M and bringing the position to 110,571 shares worth $8.41M. The position accounts for 1.8% of the portfolio, ranked #23.

Stieven Capital Advisors first reported a position in CCB in Q4 2021 and has held it in 12 quarters since. The position peaked at $8.68M in Q4 2024. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Stieven Capital Advisors held 110,571 shares of Coastal Financial worth $8.41M as of Q1 2026.
  • Stieven Capital Advisors bought 44,800 Coastal Financial shares in Q1 2026, an estimated $4.05M.
  • Coastal Financial made up 1.8% of Stieven Capital Advisors's portfolio in Q1 2026, its #23 holding.
  • Stieven Capital Advisors first reported a position in Coastal Financial in Q4 2021 and has held it in 12 quarters since.
  • Stieven Capital Advisors's Coastal Financial position peaked at $8.68M in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Stieven Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.