TRCT
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Tower Research Capital (TRC)’s Coastal Financial CCB Stock Holding History

Tower Research Capital (TRC)’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 		$120K Buy
1,575
+1,075
+215% +$97.1K ﹤0.01% 2045
2025
Q4 		$57.3K Sell
500
-489
-49% -$53.4K ﹤0.01% 2323
2025
Q3 		$107K Sell
989
-273
-22% -$28.9K ﹤0.01% 1935
2025
Q2 		$122K Buy
1,262
+1,059
+522% +$91.3K ﹤0.01% 2213
2025
Q1 		$18.4K Sell
203
-515
-72% -$45K ﹤0.01% 3050
2024
Q4 		$61K Buy
718
+461
+179% +$32.2K ﹤0.01% 2430
2024
Q3 		$13.9K Sell
257
-1,116
-81% -$55.9K ﹤0.01% 3492
2024
Q2 		$63.4K Buy
1,373
+1,327
+2,885% +$55.8K ﹤0.01% 2918
2024
Q1 		$1.79K Sell
46
-1,569
-97% -$62.1K ﹤0.01% 5184
2023
Q4 		$71.7K Sell
1,615
-1,011
-38% -$41.7K ﹤0.01% 2890
2023
Q3 		$113K Buy
2,626
+2,113
+412% +$91.7K ﹤0.01% 1900
2023
Q2 		$19.3K Sell
513
-3,348
-87% -$120K ﹤0.01% 3413
2023
Q1 		$139K Buy
3,861
+3,439
+815% +$148K ﹤0.01% 1583
2022
Q4 		$20K Sell
422
-1,106
-72% -$51.3K ﹤0.01% 3124
2022
Q3 		$61K Buy
1,528
+1,004
+192% +$40.5K ﹤0.01% 2981
2022
Q2 		$20K Sell
524
-3,730
-88% -$150K ﹤0.01% 3780
2022
Q1 		$194K Buy
4,254
+3,876
+1,025% +$189K ﹤0.01% 1741
2021
Q4 		$19K Sell
378
-300
-44% -$12.4K ﹤0.01% 3706
2021
Q3 		$22K Sell
678
-327
-33% -$9.74K ﹤0.01% 3622
2021
Q2 		$29K Buy
1,005
+333
+50% +$9.75K ﹤0.01% 3516
2021
Q1 		$18K Sell
672
-2,351
-78% -$58.1K ﹤0.01% 3957
2020
Q4 		$63K Sell
3,023
-6,806
-69% -$121K ﹤0.01% 2862
2020
Q3 		$120K Buy
9,829
+7,969
+428% +$110K ﹤0.01% 3007
2020
Q2 		$27K Buy
1,860
+1,816
+4,127% +$23.9K ﹤0.01% 3504
2020
Q1 		$0 Buy
44
+10
+29% +$156 ﹤0.01% 3106
2019
Q4 		$1K Sell
34
-1,054
-97% -$17K ﹤0.01% 3219
2019
Q3 		$16K Buy
+1,088
New +$16.5K ﹤0.01% 2605
2019
Q2 		– Sell
-1,054
Closed -$18K – 3713
2019
Q1 		$18K Buy
+1,054
New +$16.6K ﹤0.01% 2317

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

Tower Research Capital (TRC)'s CCB Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Coastal Financial (CCB) stake by 215% in Q1 2026, buying an estimated $97.1K and bringing the position to 1,575 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Tower Research Capital (TRC) first reported a position in CCB in Q1 2019 and has held it in 28 quarters since. The position peaked at $194K in Q1 2022. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Tower Research Capital (TRC) held 1,575 shares of Coastal Financial worth $120K as of Q1 2026.
  • Tower Research Capital (TRC) bought 1,075 Coastal Financial shares in Q1 2026, an estimated $97.1K.
  • Coastal Financial made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #2045 holding.
  • Tower Research Capital (TRC) first reported a position in Coastal Financial in Q1 2019 and has held it in 28 quarters since.
  • Tower Research Capital (TRC)'s Coastal Financial position peaked at $194K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.