Wealth Enhancement Advisory Services
CCB icon

Wealth Enhancement Advisory Services’s Coastal Financial CCB Stock Holding History

Wealth Enhancement Advisory Services’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 		$269K Buy
6,302
+1,480
+31% +$82.6K ﹤0.01% 3459
2026
Q2 		$378K Buy
4,822
+140
+3% +$10.5K ﹤0.01% 2968
2026
Q1 		$364K Sell
4,682
-21
-0.4% -$1.9K ﹤0.01% 2598
2025
Q4 		$555K Buy
4,703
+2
+0% +$218 ﹤0.01% 2401
2025
Q3 		$510K Buy
+4,701
New +$498K ﹤0.01% 2348

Other funds holding CCB

Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $122M AUM 5.26% 1-Year Est. Return
Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's CCB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Coastal Financial (CCB) stake by 31% in Q3 2026, buying an estimated $82.6K and bringing the position to 6,302 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #3459.

Wealth Enhancement Advisory Services first reported a position in CCB in Q3 2025 and has held it in 5 quarters since. The position peaked at $555K in Q4 2025. 75 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 6,302 shares of Coastal Financial worth $269K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,480 Coastal Financial shares in Q3 2026, an estimated $82.6K.
  • Coastal Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3459 holding.
  • Wealth Enhancement Advisory Services first reported a position in Coastal Financial in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Coastal Financial position peaked at $555K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.