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 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

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

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's CCB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Coastal Financial (CCB) stake by 3% in Q2 2026, buying an estimated $10.5K and bringing the position to 4,822 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

Wealth Enhancement Advisory Services first reported a position in CCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $555K in Q4 2025. 14 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Wealth Enhancement Advisory Services held 4,822 shares of Coastal Financial worth $378K as of Q2 2026.
Wealth Enhancement Advisory Services bought 140 Coastal Financial shares in Q2 2026, an estimated $10.5K.
Coastal Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2968 holding.
Wealth Enhancement Advisory Services first reported a position in Coastal Financial in Q3 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's Coastal Financial position peaked at $555K in Q4 2025.
14 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.