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SummitTX Capital’s Coastal Financial CCB Stock Holding History

SummitTX Capital’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 		$223K Buy
+2,883
New +$217K 0.01% 707
2025
Q2 		– Sell
-8,630
Closed -$780K – 774
2025
Q1 		$780K Buy
+8,630
New +$754K 0.03% 451

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

SummitTX Capital's CCB Position: Q2 2026 in Review

SummitTX Capital opened a new position in Coastal Financial (CCB) in Q2 2026: 2,883 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in CCB as recently as Q1 2025.

SummitTX Capital first reported a position in CCB in Q1 2025 and has held it in 2 quarters since. The position peaked at $780K in Q1 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • SummitTX Capital held 2,883 shares of Coastal Financial worth $223K as of Q2 2026.
  • Coastal Financial was a new SummitTX Capital position in Q2 2026.
  • Coastal Financial made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #707 holding.
  • SummitTX Capital first reported a position in Coastal Financial in Q1 2025 and has held it in 2 quarters since.
  • SummitTX Capital's Coastal Financial position peaked at $780K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

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