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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
2025
Q2 		– Sell
-8,630
Closed -$780K – 774
2025
Q1 		$780K Buy
+8,630
New +$754K 0.03% 451

Other funds holding CCB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SummitTX Capital's CCB Position: Q2 2025 in Review

SummitTX Capital sold out of Coastal Financial (CCB) in Q2 2025, closing a stake of 8,630 shares — an estimated $780K sold.

SummitTX Capital first reported a position in CCB in Q1 2025 and held it in 1 quarter. The position peaked at $780K in Q1 2025. 176 funds tracked by Wall St. Rank hold CCB as of Q2 2025.

  • SummitTX Capital reported no remaining Coastal Financial position as of Q2 2025 after selling out during the quarter.
  • SummitTX Capital sold 8,630 Coastal Financial shares in Q2 2025, an estimated $780K.
  • SummitTX Capital first reported a position in Coastal Financial in Q1 2025 and held it in 1 quarter.
  • SummitTX Capital's Coastal Financial position peaked at $780K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.