Westwood Holdings Group
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Westwood Holdings Group’s Coastal Financial CCB Stock Holding History

Westwood Holdings 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
Q2 		– Sell
-331,360
Closed -$25.2M – 633
2026
Q1 		$25.2M Sell
331,360
-5,680
-2% -$513K 0.18% 178
2025
Q4 		$38.6M Sell
337,040
-17,603
-5% -$1.92M 0.31% 116
2025
Q3 		$38.4M Sell
354,643
-70,324
-17% -$7.45M 0.27% 124
2025
Q2 		$41.2M Sell
424,967
-24,146
-5% -$2.08M 0.3% 116
2025
Q1 		$40.6M Buy
449,113
+359,371
+400% +$31.4M 0.31% 112
2024
Q4 		$7.62M Buy
+89,742
New +$6.26M 0.06% 240
2022
Q4 		– Sell
-11,388
Closed -$452K – 565
2022
Q3 		$452K Buy
11,388
+4,730
+71% +$191K 0.01% 377
2022
Q2 		$254K Buy
+6,658
New +$267K ﹤0.01% 428

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 $3.38T AUM 44.17% 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
Azora Capital LP
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

Westwood Holdings Group's CCB Position: Q2 2026 in Review

Westwood Holdings Group sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 331,360 shares — an estimated $25.2M sold.

Westwood Holdings Group first reported a position in CCB in Q2 2022 and held it in 8 quarters. The position peaked at $41.2M in Q2 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Westwood Holdings Group reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • Westwood Holdings Group sold 331,360 Coastal Financial shares in Q2 2026, an estimated $25.2M.
  • Westwood Holdings Group first reported a position in Coastal Financial in Q2 2022 and held it in 8 quarters.
  • Westwood Holdings Group's Coastal Financial position peaked at $41.2M in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.