UBS Group
CCB icon

UBS Group’s Coastal Financial CCB Stock Holding History

UBS Group’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
Q2 		$11.7M Sell
151,313
-8,399
-5% -$631K ﹤0.01% 3267
2026
Q1 		$12.2M Buy
159,712
+37,952
+31% +$3.43M ﹤0.01% 3134
2025
Q4 		$14M Sell
121,760
-44,425
-27% -$4.85M ﹤0.01% 2944
2025
Q3 		$18M Buy
166,185
+101,935
+159% +$10.8M ﹤0.01% 2688
2025
Q2 		$6.22M Sell
64,250
-23,881
-27% -$2.06M ﹤0.01% 3642
2025
Q1 		$7.97M Buy
88,131
+39,170
+80% +$3.42M ﹤0.01% 3295
2024
Q4 		$4.16M Buy
48,961
+40,608
+486% +$2.83M ﹤0.01% 4023
2024
Q3 		$451K Buy
8,353
+696
+9% +$34.9K ﹤0.01% 5302
2024
Q2 		$353K Sell
7,657
-5,104
-40% -$215K ﹤0.01% 5263
2024
Q1 		$496K Buy
12,761
+5,116
+67% +$202K ﹤0.01% 5213
2023
Q4 		$340K Buy
7,645
+5,582
+271% +$230K ﹤0.01% 5410
2023
Q3 		$88.5K Sell
2,063
-4,718
-70% -$205K ﹤0.01% 5907
2023
Q2 		$255K Buy
6,781
+99
+1% +$3.54K ﹤0.01% 5322
2023
Q1 		$241K Buy
6,682
+3,354
+101% +$144K ﹤0.01% 5249
2022
Q4 		$158K Buy
+3,328
New +$154K ﹤0.01% 5674
2022
Q2 		– Sell
-2,618
Closed -$120K – 10355
2022
Q1 		$120K Sell
2,618
-308
-11% -$15K ﹤0.01% 5763
2021
Q4 		$148K Buy
+2,926
New +$121K ﹤0.01% 5943
2021
Q2 		– Sell
-2,206
Closed -$58K – 9406
2021
Q1 		$58K Sell
2,206
-327
-13% -$8.08K ﹤0.01% 6392
2020
Q4 		$53K Buy
2,533
+2,178
+614% +$38.9K ﹤0.01% 6128
2020
Q3 		$4K Sell
355
-3,447
-91% -$47.6K ﹤0.01% 7393
2020
Q2 		$55K Sell
3,802
-700
-16% -$9.22K ﹤0.01% 5772
2020
Q1 		$47K Sell
4,502
-5,102
-53% -$79.7K ﹤0.01% 5876
2019
Q4 		$158K Buy
9,604
+3,654
+61% +$59.1K ﹤0.01% 5747
2019
Q3 		$90K Buy
5,950
+2,936
+97% +$44.7K ﹤0.01% 5825
2019
Q2 		$47K Buy
3,014
+2,443
+428% +$39.7K ﹤0.01% 5974
2019
Q1 		$10K Sell
571
-1,974
-78% -$31.2K ﹤0.01% 6799
2018
Q4 		$39K Sell
2,545
-424
-14% -$6.54K ﹤0.01% 6301
2018
Q3 		$51K Buy
+2,969
New +$49.1K ﹤0.01% 6139

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group's CCB Position: Q2 2026 in Review

UBS Group reduced its Coastal Financial (CCB) stake by 5.3% in Q2 2026, selling an estimated $631K and leaving 151,313 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

UBS Group first reported a position in CCB in Q3 2018 and has held it in 28 quarters since. The position peaked at $18M in Q3 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • UBS Group held 151,313 shares of Coastal Financial worth $11.7M as of Q2 2026.
  • UBS Group sold 8,399 Coastal Financial shares in Q2 2026, an estimated $631K.
  • Coastal Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3267 holding.
  • UBS Group first reported a position in Coastal Financial in Q3 2018 and has held it in 28 quarters since.
  • UBS Group's Coastal Financial position peaked at $18M in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.