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
Q2 		$1.09M Hold
14,000
– – ﹤0.01% 4053
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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Wells Fargo's CCB Position: Q2 2026 in Review

Wells Fargo increased its Coastal Financial (CCB) stake by 169% in Q2 2026, buying an estimated $595K and bringing the position to 12,601 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #4125.

Wells Fargo first reported a position in CCB in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.62M in Q4 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Wells Fargo held 12,601 shares of Coastal Financial worth $977K as of Q2 2026.
  • Wells Fargo bought 7,916 Coastal Financial shares in Q2 2026, an estimated $595K.
  • Coastal Financial made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4125 holding.
  • Wells Fargo first reported a position in Coastal Financial in Q3 2018 and has held it in 31 quarters since.
  • Wells Fargo's Coastal Financial position peaked at $1.62M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.