Susquehanna Fundamental Investments’s Coastal Financial CCB Stock Holding History

Susquehanna Fundamental Investments’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	$885K	Buy	+11,634	New	+$1.05M	0.03%	301
2025 Q3	–	Sell	-3,354	Closed	-$325K	–	587
2025 Q2	$325K	Sell	3,354 -6,205	-65%	-$535K	0.01%	610
2025 Q1	$864K	Buy	9,559 +709	+8%	+$62K	0.01%	721
2024 Q4	$751K	Buy	+8,850	New	+$618K	0.01%	781
2024 Q2	$332K	Buy	+7,196	New	+$303K	0.01%	770

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna Fundamental Investments's CCB Position: Q1 2026 in Review

Susquehanna Fundamental Investments opened a new position in Coastal Financial (CCB) in Q1 2026: 11,634 shares worth $885K. The stake represents 0.03% of the portfolio and ranks #301 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in CCB as recently as Q2 2025.

Susquehanna Fundamental Investments first reported a position in CCB in Q2 2024 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Susquehanna Fundamental Investments held 11,634 shares of Coastal Financial worth $885K as of Q1 2026.
Coastal Financial was a new Susquehanna Fundamental Investments position in Q1 2026.
Coastal Financial made up 0.03% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #301 holding.
Susquehanna Fundamental Investments first reported a position in Coastal Financial in Q2 2024 and has held it in 5 quarters since.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.