Wells Fargo’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $357K | Sell |
4,685
-9,448
| -67% | -$854K | ﹤0.01% | 4334 |
|
|
2025
Q4 | $1.62M | Buy |
14,133
+6,207
| +78% | +$677K | ﹤0.01% | 3615 |
|
|
2025
Q3 | $857K | Buy |
7,926
+1,221
| +18% | +$129K | ﹤0.01% | 3916 |
|
|
2025
Q2 | $650K | Buy |
6,705
+602
| +10% | +$51.9K | ﹤0.01% | 3964 |
|
|
2025
Q1 | $552K | Buy |
6,103
+685
| +13% | +$59.9K | ﹤0.01% | 4026 |
|
|
2024
Q4 | $460K | Buy |
5,418
+1,706
| +46% | +$119K | ﹤0.01% | 4235 |
|
|
2024
Q3 | $200K | Buy |
3,712
+7
| +0.2% | +$351 | ﹤0.01% | 4580 |
|
|
2024
Q2 | $171K | Buy |
3,705
+431
| +13% | +$18.1K | ﹤0.01% | 4619 |
|
|
2024
Q1 | $127K | Buy |
3,274
+433
| +15% | +$17.1K | ﹤0.01% | 4754 |
|
|
2023
Q4 | $126K | Buy |
2,841
+639
| +29% | +$26.4K | ﹤0.01% | 4764 |
|
|
2023
Q3 | $94.5K | Sell |
2,202
-2,353
| -52% | -$102K | ﹤0.01% | 4811 |
|
|
2023
Q2 | $171K | Sell |
4,555
-1,431
| -24% | -$51.1K | ﹤0.01% | 4683 |
|
|
2023
Q1 | $216K | Buy |
5,986
+2,525
| +73% | +$109K | ﹤0.01% | 4379 |
|
|
2022
Q4 | $164K | Buy |
3,461
+13
| +0.4% | +$603 | ﹤0.01% | 4277 |
|
|
2022
Q3 | $137K | Buy |
3,448
+3,119
| +948% | +$126K | ﹤0.01% | 4444 |
|
|
2022
Q2 | $12K | Sell |
329
-1,939
| -85% | -$77.9K | ﹤0.01% | 5667 |
|
|
2022
Q1 | $104K | Sell |
2,268
-3,145
| -58% | -$153K | ﹤0.01% | 5306 |
|
|
2021
Q4 | $274K | Buy |
5,413
+5,376
| +14,530% | +$223K | ﹤0.01% | 5085 |
|
|
2021
Q3 | $1K | Buy |
+37
| New | +$1.1K | ﹤0.01% | 6667 |
|
|
2021
Q2 | – | Sell |
-15,625
| Closed | -$411K | – | 6926 |
|
|
2021
Q1 | $411K | Sell |
15,625
-10,980
| -41% | -$271K | ﹤0.01% | 4792 |
|
|
2020
Q4 | $559K | Buy |
26,605
+553
| +2% | +$9.87K | ﹤0.01% | 4440 |
|
|
2020
Q3 | $320K | Buy |
26,052
+2,823
| +12% | +$39K | ﹤0.01% | 4666 |
|
|
2020
Q2 | $337K | Buy |
23,229
+6,359
| +38% | +$83.8K | ﹤0.01% | 4599 |
|
|
2020
Q1 | $177K | Buy |
16,870
+3,716
| +28% | +$58.1K | ﹤0.01% | 4753 |
|
|
2019
Q4 | $217K | Sell |
13,154
-9,201
| -41% | -$149K | ﹤0.01% | 4899 |
|
|
2019
Q3 | $338K | Sell |
22,355
-1,759
| -7% | -$26.8K | ﹤0.01% | 4633 |
|
|
2019
Q2 | $373K | Buy |
24,114
+18,643
| +341% | +$303K | ﹤0.01% | 4585 |
|
|
2019
Q1 | $93K | Buy |
5,471
+2,163
| +65% | +$34.2K | ﹤0.01% | 5154 |
|
|
2018
Q4 | $50K | Buy |
3,308
+2,407
| +267% | +$37.1K | ﹤0.01% | 5515 |
|
|
2018
Q3 | $15K | Buy |
+901
| New | +$14.9K | ﹤0.01% | 5892 |
|
Other funds holding CCB
ACL
VCM
CCPM
Wells Fargo's CCB Position: Q1 2026 in Review
Wells Fargo reduced its Coastal Financial (CCB) stake by 67% in Q1 2026, selling an estimated $854K and leaving 4,685 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #4334.
Wells Fargo first reported a position in CCB in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.62M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.
- Wells Fargo held 4,685 shares of Coastal Financial worth $357K as of Q1 2026.
- Wells Fargo sold 9,448 Coastal Financial shares in Q1 2026, an estimated $854K.
- Coastal Financial made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4334 holding.
- Wells Fargo first reported a position in Coastal Financial in Q3 2018 and has held it in 30 quarters since.
- Wells Fargo's Coastal Financial position peaked at $1.62M in Q4 2025.
- 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.