YIH
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Y-Intercept (HK)’s Coastal Financial CCB Stock Holding History

Y-Intercept (HK)’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 		$1.2M Sell
15,444
-9,324
-38% -$701K 0.02% 965
2026
Q1 		$1.88M Buy
+24,768
New +$2.24M 0.04% 738

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

Y-Intercept (HK)'s CCB Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Coastal Financial (CCB) stake by 38% in Q2 2026, selling an estimated $701K and leaving 15,444 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #965.

Y-Intercept (HK) first reported a position in CCB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.88M in Q1 2026. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Y-Intercept (HK) held 15,444 shares of Coastal Financial worth $1.2M as of Q2 2026.
  • Y-Intercept (HK) sold 9,324 Coastal Financial shares in Q2 2026, an estimated $701K.
  • Coastal Financial made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #965 holding.
  • Y-Intercept (HK) first reported a position in Coastal Financial in Q1 2026 and has held it in 2 quarters since.
  • Y-Intercept (HK)'s Coastal Financial position peaked at $1.88M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.