Wells Fargo
CCB icon

Wells Fargo’s Coastal Financial CCB Stock Holding History

Wells Fargo’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 		$1.07M Buy
+14,000
New +$1.27M ﹤0.01% 3703

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.