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Tidal Investments’s Coastal Financial CCB Stock Holding History

Tidal 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 		– Sell
-6,765
Closed -$775K – 2381
2025
Q4 		$775K Buy
6,765
+940
+16% +$103K ﹤0.01% 1414
2025
Q3 		$630K Buy
+5,825
New +$617K ﹤0.01% 1440
2025
Q1 		– Sell
-4,032
Closed -$342K – 1864
2024
Q4 		$342K Buy
+4,032
New +$281K ﹤0.01% 1543

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tidal Investments's CCB Position: Q1 2026 in Review

Tidal Investments sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 6,765 shares — an estimated $775K sold.

Tidal Investments first reported a position in CCB in Q4 2024 and held it in 3 quarters. The position peaked at $775K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Tidal Investments reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Tidal Investments sold 6,765 Coastal Financial shares in Q1 2026, an estimated $775K.
  • Tidal Investments first reported a position in Coastal Financial in Q4 2024 and held it in 3 quarters.
  • Tidal Investments's Coastal Financial position peaked at $775K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

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