Versant Capital Management’s Coastal Financial CCB Stock Holding History

Versant Capital 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 Q2	$12.9K	Sell	167 -102	-38%	-$7.66K	﹤0.01%	2144
2026 Q1	$20.5K	Buy	269 +91	+51%	+$8.22K	﹤0.01%	1809
2025 Q4	$20.4K	Hold	178	–	–	﹤0.01%	1623
2025 Q3	$19.3K	Hold	178	–	–	﹤0.01%	1600
2025 Q2	$17.2K	Hold	178	–	–	﹤0.01%	1609
2025 Q1	$16.1K	Buy	178 +99	+125%	+$8.65K	﹤0.01%	1468
2024 Q4	$6.71K	Buy	+79	New	+$5.51K	﹤0.01%	1607

Other funds holding CCB

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management's CCB Position: Q2 2026 in Review

Versant Capital Management reduced its Coastal Financial (CCB) stake by 38% in Q2 2026, selling an estimated $7.66K and leaving 167 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Versant Capital Management first reported a position in CCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5K in Q1 2026. 14 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Versant Capital Management held 167 shares of Coastal Financial worth $12.9K as of Q2 2026.
Versant Capital Management sold 102 Coastal Financial shares in Q2 2026, an estimated $7.66K.
Coastal Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2144 holding.
Versant Capital Management first reported a position in Coastal Financial in Q4 2024 and has held it in 7 quarters since.
Versant Capital Management's Coastal Financial position peaked at $20.5K in Q1 2026.
14 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.