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
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

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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. 194 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.
  • 194 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.