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University of Texas/Texas AM Investment Management Co (UTIMCO)’s Coastal Financial CCB Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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
-230
Closed -$26.4K – 314
2025
Q4 		$26.4K Hold
230
– – ﹤0.01% 238
2025
Q3 		$24.9K Hold
230
– – ﹤0.01% 185
2025
Q2 		$22.3K Hold
230
– – ﹤0.01% 145
2025
Q1 		$20.8K Buy
+230
New +$20.1K ﹤0.01% 145

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University of Texas/Texas AM Investment Management Co (UTIMCO)'s CCB Position: Q1 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 230 shares — an estimated $26.4K sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in CCB in Q1 2025 and held it in 4 quarters. The position peaked at $26.4K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) sold 230 Coastal Financial shares in Q1 2026, an estimated $26.4K.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Coastal Financial in Q1 2025 and held it in 4 quarters.
  • University of Texas/Texas AM Investment Management Co (UTIMCO)'s Coastal Financial position peaked at $26.4K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q1 2026, filed 7 May 2026.