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SummerHaven Investment Management’s Coastal Financial CCB Stock Holding History

SummerHaven Investment 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
Q2 		$536K Hold
6,916
– – 0.29% 170
2026
Q1 		$526K Sell
6,916
-1,393
-17% -$126K 0.32% 168
2025
Q4 		$952K Hold
8,309
– – 0.54% 62
2025
Q3 		$899K Sell
8,309
-8,994
-52% -$953K 0.52% 72
2025
Q2 		$1.68M Buy
17,303
+165
+1% +$14.2K 1.1% 2
2025
Q1 		$1.55M Buy
17,138
+161
+0.9% +$14.1K 1.08% 2
2024
Q4 		$1.44M Hold
16,977
– – 0.89% 6
2024
Q3 		$917K Buy
+16,977
New +$851K 0.56% 49

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

SummerHaven Investment Management's CCB Position: Q2 2026 in Review

SummerHaven Investment Management held its Coastal Financial (CCB) position steady in Q2 2026 at 6,916 shares worth $536K. The position accounts for 0.29% of the portfolio, ranked #170.

SummerHaven Investment Management first reported a position in CCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q2 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • SummerHaven Investment Management held 6,916 shares of Coastal Financial worth $536K as of Q2 2026.
  • SummerHaven Investment Management left its Coastal Financial share count unchanged in Q2 2026.
  • Coastal Financial made up 0.29% of SummerHaven Investment Management's portfolio in Q2 2026, its #170 holding.
  • SummerHaven Investment Management first reported a position in Coastal Financial in Q3 2024 and has held it in 8 quarters since.
  • SummerHaven Investment Management's Coastal Financial position peaked at $1.68M in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.