T. Rowe Price Investment Management
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T. Rowe Price Investment Management’s Coastal Financial CCB Stock Holding History

T. Rowe Price 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 		$105M Buy
1,353,593
+78,559
+6% +$5.9M 0.07% 261
2026
Q1 		$97M Buy
1,275,034
+5,193
+0.4% +$469K 0.07% 256
2025
Q4 		$146M Sell
1,269,841
-111,102
-8% -$12.1M 0.09% 202
2025
Q3 		$149M Buy
1,380,943
+86,616
+7% +$9.18M 0.09% 213
2025
Q2 		$125M Sell
1,294,327
-44,942
-3% -$3.87M 0.08% 239
2025
Q1 		$121M Buy
1,339,269
+16,944
+1% +$1.48M 0.08% 239
2024
Q4 		$112M Buy
1,322,325
+423,864
+47% +$29.6M 0.07% 268
2024
Q3 		$48.5M Sell
898,461
-3,310
-0.4% -$166K 0.03% 411
2024
Q2 		$41.6M Buy
901,771
+31,490
+4% +$1.32M 0.03% 413
2024
Q1 		$33.8M Buy
870,281
+12,322
+1% +$487K 0.02% 451
2023
Q4 		$38.1M Buy
857,959
+35,534
+4% +$1.47M 0.02% 422
2023
Q3 		$35.3M Buy
822,425
+739
+0.1% +$32.1K 0.02% 414
2023
Q2 		$30.9M Buy
821,686
+51,895
+7% +$1.85M 0.02% 436
2023
Q1 		$27.7M Hold
769,791
– – 0.02% 437
2022
Q4 		$36.6M Buy
769,791
+160,706
+26% +$7.45M 0.03% 393
2022
Q3 		$24.2M Buy
+609,085
New +$24.6M 0.02% 429

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management's CCB Position: Q2 2026 in Review

T. Rowe Price Investment Management increased its Coastal Financial (CCB) stake by 6.2% in Q2 2026, buying an estimated $5.9M and bringing the position to 1,353,593 shares worth $105M. The position accounts for 0.07% of the portfolio, ranked #261.

T. Rowe Price Investment Management first reported a position in CCB in Q3 2022 and has held it in 16 quarters since. The position peaked at $149M in Q3 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • T. Rowe Price Investment Management held 1,353,593 shares of Coastal Financial worth $105M as of Q2 2026.
  • T. Rowe Price Investment Management bought 78,559 Coastal Financial shares in Q2 2026, an estimated $5.9M.
  • Coastal Financial made up 0.07% of T. Rowe Price Investment Management's portfolio in Q2 2026, its #261 holding.
  • T. Rowe Price Investment Management first reported a position in Coastal Financial in Q3 2022 and has held it in 16 quarters since.
  • T. Rowe Price Investment Management's Coastal Financial position peaked at $149M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.