Truist Financial
CCB icon

Truist Financial’s Coastal Financial CCB Stock Holding History

Truist Financial’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
Q3 		$598K Sell
14,961
-174
-1% -$9.7K ﹤0.01% 2105
2026
Q2 		$1.17M Buy
15,135
+199
+1% +$15K ﹤0.01% 1669
2026
Q1 		$1.11M Sell
14,936
-919
-6% -$83K ﹤0.01% 1641
2025
Q4 		$1.82M Buy
15,855
+1,840
+13% +$201K ﹤0.01% 1352
2025
Q3 		$1.52M Sell
14,015
-4,366
-24% -$463K ﹤0.01% 1481
2025
Q2 		$1.78M Buy
18,381
+1,698
+10% +$146K ﹤0.01% 1337
2025
Q1 		$1.51M Sell
16,683
-3,593
-18% -$314K ﹤0.01% 1349
2024
Q4 		$1.72M Buy
20,276
+1,055
+5% +$73.6K ﹤0.01% 1297
2024
Q3 		$1.04M Sell
19,221
-202
-1% -$10.1K ﹤0.01% 1505
2024
Q2 		$896K Buy
19,423
+3,171
+20% +$133K ﹤0.01% 1665
2024
Q1 		$632K Sell
16,252
-35
-0.2% -$1.38K ﹤0.01% 1840
2023
Q4 		$723K Sell
16,287
-1,178
-7% -$48.6K ﹤0.01% 1779
2023
Q3 		$749K Buy
17,465
+227
+1% +$9.9K ﹤0.01% 1699
2023
Q2 		$649K Buy
17,238
+685
+4% +$24.5K ﹤0.01% 1819
2023
Q1 		$596K Sell
16,553
-9
-0.1% -$388 ﹤0.01% 1868
2022
Q4 		$787K Sell
16,562
-4,276
-21% -$198K ﹤0.01% 1672
2022
Q3 		$828K Sell
20,838
-11,035
-35% -$445K ﹤0.01% 1575
2022
Q2 		$1.22M Sell
31,873
-2,765
-8% -$111K ﹤0.01% 1447
2022
Q1 		$1.58M Sell
34,638
-638
-2% -$31K ﹤0.01% 1396
2021
Q4 		$1.79M Sell
35,276
-608
-2% -$25.2K ﹤0.01% 1349
2021
Q3 		$1.14M Sell
35,884
-1,722
-5% -$51.3K ﹤0.01% 1527
2021
Q2 		$1.07M Sell
37,606
-3,502
-9% -$103K ﹤0.01% 1606
2021
Q1 		$1.08M Buy
41,108
+9,382
+30% +$232K ﹤0.01% 1546
2020
Q4 		$666K Buy
31,726
+712
+2% +$12.7K ﹤0.01% 1715
2020
Q3 		$380K Buy
31,014
+2,170
+8% +$30K ﹤0.01% 1871
2020
Q2 		$419K Buy
28,844
+2,220
+8% +$29.2K ﹤0.01% 1721
2020
Q1 		$280K Sell
26,624
-5,592
-17% -$87.4K ﹤0.01% 1905
2019
Q4 		$531K Buy
+32,216
New +$521K ﹤0.01% 1816

Other funds holding CCB

Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $122M AUM 5.26% 1-Year Est. Return
Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Truist Financial's CCB Position: Q3 2026 in Review

Truist Financial reduced its Coastal Financial (CCB) stake by 1.1% in Q3 2026, selling an estimated $9.7K and leaving 14,961 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Truist Financial first reported a position in CCB in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.82M in Q4 2025. 78 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

  • Truist Financial held 14,961 shares of Coastal Financial worth $598K as of Q3 2026.
  • Truist Financial sold 174 Coastal Financial shares in Q3 2026, an estimated $9.7K.
  • Coastal Financial made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2105 holding.
  • Truist Financial first reported a position in Coastal Financial in Q4 2019 and has held it in 28 quarters since.
  • Truist Financial's Coastal Financial position peaked at $1.82M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.