Zurich Cantonal Bank’s Coastal Financial CCB Stock Holding History

Zurich Cantonal Bank’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	$134K	Hold	1,767	–	–	﹤0.01%	2337
2025 Q4	$202K	Hold	1,767	–	–	﹤0.01%	2217
2025 Q3	$191K	Hold	1,767	–	–	﹤0.01%	2224
2025 Q2	$171K	Hold	1,767	–	–	﹤0.01%	2204
2025 Q1	$160K	Hold	1,767	–	–	﹤0.01%	2208
2024 Q4	$150K	Sell	1,767 -1,314	-43%	-$91.7K	﹤0.01%	2274
2024 Q3	$166K	Buy	3,081 +2,019	+190%	+$101K	﹤0.01%	2208
2024 Q2	$49K	Hold	1,062	–	–	﹤0.01%	2545
2024 Q1	$41.3K	Hold	1,062	–	–	﹤0.01%	2584
2023 Q4	$47.2K	Hold	1,062	–	–	﹤0.01%	2607
2023 Q3	$45.6K	Hold	1,062	–	–	﹤0.01%	2619
2023 Q2	$40K	Hold	1,062	–	–	﹤0.01%	2656
2023 Q1	$38.2K	Buy	+1,062	New	+$45.7K	﹤0.01%	2649

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

Zurich Cantonal Bank's CCB Position: Q1 2026 in Review

Zurich Cantonal Bank held its Coastal Financial (CCB) position steady in Q1 2026 at 1,767 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Zurich Cantonal Bank first reported a position in CCB in Q1 2023 and has held it in 13 quarters since. The position peaked at $202K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Zurich Cantonal Bank held 1,767 shares of Coastal Financial worth $134K as of Q1 2026.
Zurich Cantonal Bank left its Coastal Financial share count unchanged in Q1 2026.
Coastal Financial made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #2337 holding.
Zurich Cantonal Bank first reported a position in Coastal Financial in Q1 2023 and has held it in 13 quarters since.
Zurich Cantonal Bank's Coastal Financial position peaked at $202K in Q4 2025.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.