Zurich Cantonal Bank
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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
Q2 		$434K Buy
5,596
+3,829
+217% +$288K ﹤0.01% 2021
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
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

Zurich Cantonal Bank's CCB Position: Q2 2026 in Review

Zurich Cantonal Bank increased its Coastal Financial (CCB) stake by 217% in Q2 2026, buying an estimated $288K and bringing the position to 5,596 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Zurich Cantonal Bank first reported a position in CCB in Q1 2023 and has held it in 14 quarters since. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Zurich Cantonal Bank held 5,596 shares of Coastal Financial worth $434K as of Q2 2026.
  • Zurich Cantonal Bank bought 3,829 Coastal Financial shares in Q2 2026, an estimated $288K.
  • Coastal Financial made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2021 holding.
  • Zurich Cantonal Bank first reported a position in Coastal Financial in Q1 2023 and has held it in 14 quarters since.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.