TFM
CCB icon

TFC Financial Management’s Coastal Financial CCB Stock Holding History

TFC Financial 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 		$78 Buy
+1
New +$75 ﹤0.01% 948

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

TFC Financial Management's CCB Position: Q2 2026 in Review

TFC Financial Management opened a new position in Coastal Financial (CCB) in Q2 2026: 1 share worth $78. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • TFC Financial Management held 1 share of Coastal Financial worth $78 as of Q2 2026.
  • Coastal Financial was a new TFC Financial Management position in Q2 2026.
  • Coastal Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #948 holding.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.