Versant Capital Management
CCB icon

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
Q3 		$26.2K Buy
655
+488
+292% +$27.2K ﹤0.01% 1807
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

JC
JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management's CCB Position: Q3 2026 in Review

Versant Capital Management increased its Coastal Financial (CCB) stake by 292% in Q3 2026, buying an estimated $27.2K and bringing the position to 655 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Versant Capital Management first reported a position in CCB in Q4 2024 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

  • Versant Capital Management held 655 shares of Coastal Financial worth $26.2K as of Q3 2026.
  • Versant Capital Management bought 488 Coastal Financial shares in Q3 2026, an estimated $27.2K.
  • Coastal Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #1807 holding.
  • Versant Capital Management first reported a position in Coastal Financial in Q4 2024 and has held it in 8 quarters since.
  • 25 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.