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WPG Advisers’s Coastal Financial CCB Stock Holding History

WPG Advisers’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 		– Sell
-12
Closed -$1.38K – 1487
2025
Q4 		$1.38K Buy
+12
New +$1.31K ﹤0.01% 1226

Other funds holding CCB

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ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
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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

WPG Advisers's CCB Position: Q1 2026 in Review

WPG Advisers sold out of Coastal Financial (CCB) in Q1 2026, closing a stake of 12 shares — an estimated $1.38K sold.

WPG Advisers first reported a position in CCB in Q4 2025 and held it in 1 quarter. The position peaked at $1.38K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • WPG Advisers reported no remaining Coastal Financial position as of Q1 2026 after selling out during the quarter.
  • WPG Advisers sold 12 Coastal Financial shares in Q1 2026, an estimated $1.38K.
  • WPG Advisers first reported a position in Coastal Financial in Q4 2025 and held it in 1 quarter.
  • WPG Advisers's Coastal Financial position peaked at $1.38K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.