Wellington Management Group
CCB icon

Wellington Management Group’s Coastal Financial CCB Stock Holding History

Wellington Management Group’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
Q1 		$34M Sell
447,432
-19,435
-4% -$1.76M 0.01% 845
2025
Q4 		$53.5M Sell
466,867
-19,330
-4% -$2.11M 0.01% 714
2025
Q3 		$52.6M Buy
486,197
+39,984
+9% +$4.24M 0.01% 714
2025
Q2 		$43.2M Hold
446,213
– – 0.01% 722
2025
Q1 		$40.3M Sell
446,213
-10,674
-2% -$933K 0.01% 750
2024
Q4 		$38.8M Buy
456,887
+417,767
+1,068% +$29.2M 0.01% 776
2024
Q3 		$2.11M Hold
39,120
– – ﹤0.01% 1527
2024
Q2 		$1.8M Hold
39,120
– – ﹤0.01% 1545
2024
Q1 		$1.52M Sell
39,120
-8,829
-18% -$349K ﹤0.01% 1585
2023
Q4 		$2.13M Hold
47,949
– – ﹤0.01% 1480
2023
Q3 		$2.06M Hold
47,949
– – ﹤0.01% 1470
2023
Q2 		$1.81M Sell
47,949
-22,282
-32% -$796K ﹤0.01% 1497
2023
Q1 		$2.53M Buy
+70,231
New +$3.02M ﹤0.01% 1456

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