Swiss National Bank
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Swiss National Bank’s Coastal Financial CCB Stock Holding History

Swiss National Bank’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 		$2.01M Sell
25,965
-800
-3% -$60.1K ﹤0.01% 1937
2026
Q1 		$2.04M Hold
26,765
– – ﹤0.01% 1843
2025
Q4 		$3.07M Buy
26,765
+600
+2% +$65.5K ﹤0.01% 1637
2025
Q3 		$2.83M Buy
26,165
+200
+0.8% +$21.2K ﹤0.01% 1670
2025
Q2 		$2.52M Hold
25,965
– – ﹤0.01% 1657
2025
Q1 		$2.35M Hold
25,965
– – ﹤0.01% 1664
2024
Q4 		$2.2M Buy
25,965
+3,700
+17% +$258K ﹤0.01% 1794
2024
Q3 		$1.2M Hold
22,265
– – ﹤0.01% 2131
2024
Q2 		$1.03M Hold
22,265
– – ﹤0.01% 2161
2024
Q1 		$865K Hold
22,265
– – ﹤0.01% 2293
2023
Q4 		$989K Sell
22,265
-2,600
-10% -$107K ﹤0.01% 2244
2023
Q3 		$1.07M Buy
24,865
+1,700
+7% +$73.8K ﹤0.01% 2211
2023
Q2 		$872K Sell
23,165
-600
-3% -$21.4K ﹤0.01% 2366
2023
Q1 		$856K Sell
23,765
-2,800
-11% -$121K ﹤0.01% 2341
2022
Q4 		$1.26M Buy
+26,565
New +$1.23M ﹤0.01% 2211

Other funds holding CCB

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return

Swiss National Bank's CCB Position: Q2 2026 in Review

Swiss National Bank reduced its Coastal Financial (CCB) stake by 3% in Q2 2026, selling an estimated $60.1K and leaving 25,965 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Swiss National Bank first reported a position in CCB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.07M in Q4 2025. 100 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Swiss National Bank held 25,965 shares of Coastal Financial worth $2.01M as of Q2 2026.
  • Swiss National Bank sold 800 Coastal Financial shares in Q2 2026, an estimated $60.1K.
  • Coastal Financial made up ﹤0.01% of Swiss National Bank's portfolio in Q2 2026, its #1937 holding.
  • Swiss National Bank first reported a position in Coastal Financial in Q4 2022 and has held it in 15 quarters since.
  • Swiss National Bank's Coastal Financial position peaked at $3.07M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Swiss National Bank's 13F filing for Q2 2026, filed 11 Aug 2026.