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Turtle Creek Wealth Advisors’s Coastal Financial CCB Stock Holding History

Turtle Creek Wealth Advisors’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
-3,517
Closed -$403K – 485
2025
Q4 		$403K Buy
+3,517
New +$384K 0.03% 252

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Turtle Creek Wealth Advisors's CCB Position: Q1 2026 in Review

Turtle Creek Wealth Advisors sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 3,517 shares — an estimated $403K sold.

Turtle Creek Wealth Advisors first reported a position in CCB in Q4 2025 and held it in 1 quarter. The position peaked at $403K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Turtle Creek Wealth Advisors reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 3,517 Coastal Financial shares in Q1 2026, an estimated $403K.
  • Turtle Creek Wealth Advisors first reported a position in Coastal Financial in Q4 2025 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Coastal Financial position peaked at $403K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.