XTX Topco’s Coastal Financial CCB Stock Holding History

XTX Topco’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	$1.98M	Buy	26,083 +22,146	+563%	+$2M	0.03%	845
2025 Q4	$451K	Buy	+3,937	New	+$430K	0.01%	1699
2025 Q3	–	Sell	-5,852	Closed	-$567K	–	2630
2025 Q2	$567K	Sell	5,852 -449	-7%	-$38.7K	0.02%	1003
2025 Q1	$570K	Buy	+6,301	New	+$551K	0.03%	934
2024 Q2	–	Sell	-6,884	Closed	-$268K	–	1918
2024 Q1	$268K	Buy	+6,884	New	+$272K	0.04%	947
2023 Q2	–	Sell	-6,058	Closed	-$218K	–	1447
2023 Q1	$218K	Buy	+6,058	New	+$261K	0.05%	896

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

XTX Topco's CCB Position: Q1 2026 in Review

XTX Topco increased its Coastal Financial (CCB) stake by 563% in Q1 2026, buying an estimated $2M and bringing the position to 26,083 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #845.

XTX Topco first reported a position in CCB in Q1 2023 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

XTX Topco held 26,083 shares of Coastal Financial worth $1.98M as of Q1 2026.
XTX Topco bought 22,146 Coastal Financial shares in Q1 2026, an estimated $2M.
Coastal Financial made up 0.03% of XTX Topco's portfolio in Q1 2026, its #845 holding.
XTX Topco first reported a position in Coastal Financial in Q1 2023 and has held it in 6 quarters since.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.