Y-Intercept (HK)
CCB icon

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
Q3 		$1.83M Buy
45,737
+30,293
+196% +$1.69M 0.04% 674
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

JC
JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Y-Intercept (HK)'s CCB Position: Q3 2026 in Review

Y-Intercept (HK) increased its Coastal Financial (CCB) stake by 196% in Q3 2026, buying an estimated $1.69M and bringing the position to 45,737 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #674.

Y-Intercept (HK) first reported a position in CCB in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.88M in Q1 2026. 13 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

  • Y-Intercept (HK) held 45,737 shares of Coastal Financial worth $1.83M as of Q3 2026.
  • Y-Intercept (HK) bought 30,293 Coastal Financial shares in Q3 2026, an estimated $1.69M.
  • Coastal Financial made up 0.04% of Y-Intercept (HK)'s portfolio in Q3 2026, its #674 holding.
  • Y-Intercept (HK) first reported a position in Coastal Financial in Q1 2026 and has held it in 3 quarters since.
  • Y-Intercept (HK)'s Coastal Financial position peaked at $1.88M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.