ETF Holdings Breakdown of CCB

CCB institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-29	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	13,114	USD 1,531,650
2025-09-29	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	2,045	USD 238,846
2025-09-29	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	134	USD 15,651 -1.0%
Total =		15,293	USD 1,786,147

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with CCB

Coastal Financial (NASDAQ:CCB) CEO Sells $1,224,805.95 in Stock

Coastal Financial Corporation (NASDAQ:CCB – Get Free Report) CEO Eric Sprink sold 10,683 shares of the business’s stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $114.65, for a total transaction of $1,224,805.95. Following the completion of the sale, the chief executive officer directly owned 211,011 shares […] - 2025-09-22 05:16:54

Coastal Financial Corporation (NASDAQ:CCB) Shares Sold by Federated Hermes Inc.

Federated Hermes Inc. cut its position in shares of Coastal Financial Corporation (NASDAQ:CCB – Free Report) by 1.1% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 11,205 shares of the company’s stock after selling 128 shares during the quarter. Federated Hermes Inc.’s holdings in Coastal Financial were worth $1,013,000 as of its most […] - 2025-08-07 04:31:02

Arizona State Retirement System Acquires 524 Shares of Coastal Financial Corporation (NASDAQ:CCB)

Arizona State Retirement System increased its holdings in Coastal Financial Corporation (NASDAQ:CCB – Free Report) by 15.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,844 shares of the company’s stock after acquiring an additional 524 shares during the […] - 2025-07-23 05:08:52

Coastal Financial Corporation (NASDAQ:CCB) Shares Purchased by Rhumbline Advisers

Rhumbline Advisers increased its holdings in shares of Coastal Financial Corporation (NASDAQ:CCB – Free Report) by 8.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,700 shares of the company’s stock after purchasing an additional 1,262 shares during the period. […] - 2025-06-19 04:10:51

Public Employees Retirement System of Ohio Invests $448,000 in Coastal Financial Co. (NASDAQ:CCB)

Public Employees Retirement System of Ohio purchased a new position in shares of Coastal Financial Co. (NASDAQ:CCB – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,280 shares of the company’s stock, valued at approximately $448,000. […] - 2025-06-05 05:21:13

Squarepoint Ops LLC Invests $1.66 Million in Coastal Financial Co. (NASDAQ:CCB)

Squarepoint Ops LLC purchased a new position in shares of Coastal Financial Co. (NASDAQ:CCB – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 19,597 shares of the company’s stock, valued at approximately $1,664,000. Other large investors also recently modified their holdings of the company. T. Rowe Price Investment Management Inc. grew its […] - 2025-05-30 06:08:56

Nuveen Asset Management LLC Acquires 45,100 Shares of Coastal Financial Co. (NASDAQ:CCB)

Nuveen Asset Management LLC increased its holdings in shares of Coastal Financial Co. (NASDAQ:CCB – Free Report) by 88.2% during the fourth quarter, HoldingsChannel reports. The firm owned 96,253 shares of the company’s stock after buying an additional 45,100 shares during the period. Nuveen Asset Management LLC’s holdings in Coastal Financial were worth $8,173,000 as […] - 2025-05-29 04:55:01

Voya Investment Management LLC Sells 636 Shares of Coastal Financial Co. (NASDAQ:CCB)

Voya Investment Management LLC cut its holdings in Coastal Financial Co. (NASDAQ:CCB – Free Report) by 15.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,612 shares of the company’s stock after selling 636 shares during the period. […] - 2025-05-12 05:32:52

Tower Research Capital LLC TRC Purchases 461 Shares of Coastal Financial Co. (NASDAQ:CCB)

Tower Research Capital LLC TRC lifted its position in Coastal Financial Co. (NASDAQ:CCB – Free Report) by 179.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 718 shares of the company’s stock after buying an additional 461 shares during […] - 2025-05-12 04:50:51

Dimensional Fund Advisors LP Sells 7,737 Shares of Coastal Financial Co. (NASDAQ:CCB)

Dimensional Fund Advisors LP trimmed its holdings in Coastal Financial Co. (NASDAQ:CCB – Free Report) by 2.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 363,309 shares of the company’s stock after selling 7,737 shares during the period. Dimensional Fund Advisors LP owned […] - 2025-05-06 05:41:06

Mariner LLC Takes $246,000 Position in Coastal Financial Co. (NASDAQ:CCB)

Mariner LLC purchased a new position in shares of Coastal Financial Co. (NASDAQ:CCB – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 2,902 shares of the company’s stock, valued at approximately $246,000. A number of other hedge funds have also recently added to or reduced their stakes in CCB. Barclays PLC […] - 2025-05-06 04:30:46

Coastal Financial (NASDAQ:CCB) and University Bancorp (OTCMKTS:UNIB) Critical Comparison

University Bancorp (OTCMKTS:UNIB – Get Free Report) and Coastal Financial (NASDAQ:CCB – Get Free Report) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitability, institutional ownership, earnings, risk, valuation, analyst recommendations and dividends. Volatility & Risk University Bancorp has a […] - 2025-05-05 02:35:04

Coastal Financial Co. (NASDAQ:CCB) Position Boosted by Legal & General Group Plc

Legal & General Group Plc increased its holdings in Coastal Financial Co. (NASDAQ:CCB – Free Report) by 9.2% during the fourth quarter, Holdings Channel reports. The firm owned 11,643 shares of the company’s stock after purchasing an additional 984 shares during the period. Legal & General Group Plc’s holdings in Coastal Financial were worth $989,000 […] - 2025-04-28 05:34:58

Invesco Ltd. Sells 8,722 Shares of Coastal Financial Co. (NASDAQ:CCB)

Invesco Ltd. trimmed its holdings in Coastal Financial Co. (NASDAQ:CCB – Free Report) by 10.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 78,311 shares of the company’s stock after selling 8,722 shares during the quarter. Invesco Ltd. owned about 0.58% of Coastal Financial […] - 2025-04-25 05:08:53

Federated Hermes Inc. Acquires 11,175 Shares of Coastal Financial Co. (NASDAQ:CCB)

Federated Hermes Inc. boosted its stake in shares of Coastal Financial Co. (NASDAQ:CCB – Free Report) by 7,072.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,333 shares of the company’s stock after acquiring an additional 11,175 shares during the period. Federated Hermes Inc.’s holdings in […] - 2025-04-16 05:13:01

Canada Carbon (CVE:CCB) Reaches New 12-Month Low – Here’s Why

Canada Carbon Inc. (CVE:CCB – Get Free Report) shares hit a new 52-week low during trading on Monday . The company traded as low as C$0.01 and last traded at C$0.02, with a volume of 35000 shares trading hands. The stock had previously closed at C$0.02. Canada Carbon Stock Performance The business has a 50 […] - 2025-04-08 05:20:53

Wellington Management Group LLP Raises Holdings in Coastal Financial Co. (NASDAQ:CCB)

Wellington Management Group LLP increased its position in Coastal Financial Co. (NASDAQ:CCB – Free Report) by 1,067.9% in the 4th quarter, HoldingsChannel reports. The fund owned 456,887 shares of the company’s stock after purchasing an additional 417,767 shares during the period. Wellington Management Group LLP’s holdings in Coastal Financial were worth $38,794,000 as of its […] - 2025-04-07 05:26:49

American Century Companies Inc. Grows Position in Coastal Financial Co. (NASDAQ:CCB)

American Century Companies Inc. grew its holdings in Coastal Financial Co. (NASDAQ:CCB – Free Report) by 1.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 157,238 shares of the company’s stock after buying an additional 1,511 shares during the period. American Century Companies Inc.’s […] - 2025-04-02 04:50:54

Swiss National Bank Purchases 3,700 Shares of Coastal Financial Co. (NASDAQ:CCB)

Swiss National Bank raised its position in shares of Coastal Financial Co. (NASDAQ:CCB – Free Report) by 16.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,965 shares of the company’s stock after buying an additional 3,700 shares during the quarter. […] - 2025-03-28 05:52:54

Coastal Financial (NASDAQ:CCB) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Coastal Financial (NASDAQ:CCB – Get Free Report) had its price objective raised by equities research analysts at Keefe, Bruyette & Woods from $96.00 to $114.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Keefe, Bruyette & Woods’ price target indicates a […] - 2025-03-06 06:31:48

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