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Tortoise Investment Management’s Coastal Financial CCB Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-1
Closed -$108 – 424
2025
Q3 		$108 Buy
+1
New +$106 ﹤0.01% 1373

Other funds holding CCB

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Vanguard Group
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ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Tortoise Investment Management's CCB Position: Q4 2025 in Review

Tortoise Investment Management sold out of Coastal Financial (CCB) in Q4 2025, closing a stake of 1 share — an estimated $108 sold.

Tortoise Investment Management first reported a position in CCB in Q3 2025 and held it in 1 quarter. The position peaked at $108 in Q3 2025. 208 funds tracked by Wall St. Rank hold CCB as of Q4 2025.

  • Tortoise Investment Management reported no remaining Coastal Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Coastal Financial share in Q4 2025, an estimated $108.
  • Tortoise Investment Management first reported a position in Coastal Financial in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Coastal Financial position peaked at $108 in Q3 2025.
  • 208 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.