Cliff Asness's CCB Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 6,591 shares of Coastal Financial Corporation (CCB) worth $501,575, representing 0.00% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in CCB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 8,215 shares. Largest reduction occurred in Q2 2025, reducing 5,861 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Coastal Financial Corporation (CCB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Coastal Financial Corporation (CCB) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -482 | Reduce 6.81% | 6,591 | $76.10 |
| Q4 2025 | -745 | Reduce 9.53% | 7,073 | $114.59 |
| Q3 2025 | +577 | Add 7.97% | 7,818 | $108.17 |
| Q2 2025 | -5,861 | Reduce 44.73% | 7,241 | $96.87 |
| Q1 2025 | +473 | Add 3.75% | 13,102 | $90.41 |
| Q4 2024 | +254 | Add 2.05% | 12,629 | $84.91 |
| Q3 2024 | +691 | Add 5.91% | 12,375 | $53.99 |
| Q2 2024 | +1,912 | Add 19.57% | 11,684 | $46.14 |
| Q1 2024 | +1,749 | Add 21.80% | 9,772 | $38.87 |
| Q4 2023 | -192 | Reduce 2.34% | 8,023 | $44.41 |
| Q3 2023 | +8,215 | New Buy | 8,215 | $42.91 |
| Q1 2023 | -5,753 | Sold Out | 0 | $0.00 |
| Q4 2022 | +54 | Add 0.95% | 5,753 | $47.52 |
| Q4 2021 | +5,699 | New Buy | 5,699 | $50.54 |
Cliff Asness's Coastal Financial Corporation Investment FAQs
Cliff Asness first purchased Coastal Financial Corporation (CCB) in Q4 2021, acquiring 5,699 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Coastal Financial Corporation (CCB) for 17 quarters since Q4 2021.
Cliff Asness's largest addition to Coastal Financial Corporation (CCB) was in Q3 2023, adding 8,215 shares worth $352,506.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 6,591 shares of Coastal Financial Corporation (CCB), valued at approximately $501,575.
As of the Q1 2026 filing, Coastal Financial Corporation (CCB) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Coastal Financial Corporation (CCB) was 13,102 shares, as reported at the end of Q1 2025.