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Verdence Capital Advisors’s Coastal Financial CCB Stock Holding History

Verdence Capital 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
2025
Q4 		– Sell
-2,119
Closed -$226K – 667
2025
Q3 		$226K Buy
+2,119
New +$225K 0.01% 644

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ACL
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American Century Companies
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Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Verdence Capital Advisors's CCB Position: Q4 2025 in Review

Verdence Capital Advisors sold out of Coastal Financial (CCB) in Q4 2025, closing a stake of 2,119 shares — an estimated $226K sold.

Verdence Capital Advisors first reported a position in CCB in Q3 2025 and held it in 1 quarter. The position peaked at $226K in Q3 2025. 207 funds tracked by Wall St. Rank hold CCB as of Q4 2025.

  • Verdence Capital Advisors reported no remaining Coastal Financial position as of Q4 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 2,119 Coastal Financial shares in Q4 2025, an estimated $226K.
  • Verdence Capital Advisors first reported a position in Coastal Financial in Q3 2025 and held it in 1 quarter.
  • Verdence Capital Advisors's Coastal Financial position peaked at $226K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Coastal Financial as of Q4 2025.

Based on Verdence Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.