Verition Fund Management
CCB icon

Verition Fund Management’s Coastal Financial CCB Stock Holding History

Verition Fund Management’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
-2,100
Closed -$241K – 2440
2025
Q4 		$241K Sell
2,100
-5,044
-71% -$550K ﹤0.01% 3106
2025
Q3 		$773K Buy
7,144
+4,502
+170% +$477K ﹤0.01% 2725
2025
Q2 		$256K Sell
2,642
-5,937
-69% -$512K ﹤0.01% 3272
2025
Q1 		$776K Buy
+8,579
New +$750K ﹤0.01% 2308

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VCM
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State Street
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CCPM
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Wellington Management Group
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American Century Companies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Verition Fund Management's CCB Position: Q1 2026 in Review

Verition Fund Management sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 2,100 shares — an estimated $241K sold.

Verition Fund Management first reported a position in CCB in Q1 2025 and held it in 4 quarters. The position peaked at $776K in Q1 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Verition Fund Management reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 2,100 Coastal Financial shares in Q1 2026, an estimated $241K.
  • Verition Fund Management first reported a position in Coastal Financial in Q1 2025 and held it in 4 quarters.
  • Verition Fund Management's Coastal Financial position peaked at $776K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.