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Coastal Financial Corp (CCB)

CUSIP: 19046P209 | NYSE | Financial Services · Banks - Regional | Small Cap | 409 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP356,999
0.0% of portfolio›$14.3M
Jcsd Capital, LLC129,640
8.1% of portfolio›$5.2M
Graham Capital Wealth Management, LLC109,849
3.4% of portfolio›$4.4M
D.A. Davidson & Co.108,036
0.0% of portfolio›$4.3M
Y-Intercept (Hong Kong) Ltd45,737
0.0% of portfolio›$1.8M
Citigroup Inc27,161
0.0% of portfolio›$1.1M
Creative Planning24,075
0.0% of portfolio›$961.6K
Imc-Chicago, LLC19,696
0.0% of portfolio›$786.7K
Truist Financial Corp14,961
0.0% of portfolio›$597.5K
First Bank & Trust14,288
0.1% of portfolio›$570.7K
Diversify Wealth Management, LLC9,223
0.0% of portfolio›$396.3K
Diversify Advisory Services, LLC9,223
0.0% of portfolio›$396.3K
Madrona Financial Services, LLC7,290
0.0% of portfolio›$291.2K
OP Asset Management Ltd6,421
0.0% of portfolio›$256.5K
Wealth Enhancement Advisory Services, LLC6,302
0.0% of portfolio›$269.1K
State of Alaska, Department of Revenue5,414
0.0% of portfolio›$190.0K
Tradewinds Capital Management, LLC3,100
0.0% of portfolio›$123.8K
Parallel Advisors, LLC2,507
0.0% of portfolio›$100.1K
Farther Finance Advisors, LLC1,815
0.0% of portfolio›$72.5K
First Pacific Financial1,130
0.0% of portfolio›$45.1K
Simplex Trading, LLC791
0.0% of portfolio›$31.6K
Versant Capital Management, Inc655
0.0% of portfolio›$26.2K
First Horizon Corp470
0.0% of portfolio›$18.8K
Sterling Capital Management LLC434
0.0% of portfolio›$17.3K
Financial Consulate, Inc202
0.0% of portfolio›$8.1K
Harbor Capital Advisors, Inc.197
0.0% of portfolio›$8
SJS Investment Consulting Inc.189
0.0% of portfolio›$7.5K
Silver Grove Financial Group, Inc.188
0.0% of portfolio›$7.5K
Rossby Financial, LCC170
0.0% of portfolio›$6.8K
Ascentis Wealth Management, LLC166
0.0% of portfolio›$6.6K
GK Wealth Management LLC130
0.0% of portfolio›$5.2K
MassMutual Private Wealth & Trust, FSB126
0.0% of portfolio›$5.0K
Nisa Investment Advisors, LLC102
0.0% of portfolio›$4.1K
EverSource Wealth Advisors, LLC78
0.0% of portfolio›$3.1K
Signaturefd, LLC52
0.0% of portfolio›$2.1K
Provenance Wealth Advisors, LLC34
0.0% of portfolio›$1.4K
Gamma Investing LLC33
0.0% of portfolio›$1.3K
Atwood & Palmer Inc33
0.0% of portfolio›$1.3K
Root Financial Partners, LLC22
0.0% of portfolio›$879
Assetmark, Inc20
0.0% of portfolio›$799
Physician Wealth Advisors, Inc.15
0.0% of portfolio›$600
Larson Financial Group LLC10
0.0% of portfolio›$399
Parkside Financial Bank & Trust10
0.0% of portfolio›$400
Covestor Ltd7
0.0% of portfolio›$0
Essential Partners LLC4
0.0% of portfolio›$160
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
356,999$14.3M0.0%IndexLowAustin, TX2026-11-04
Jcsd Capital, LLC
129,640$5.2M8.1%Deep ValueMediumWalnut Creek, CA2026-10-16
Graham Capital Wealth Management, LLC
109,849$4.4M3.4%YieldHighWashington, DC2026-10-26
D.A. Davidson & Co.
108,036$4.3M0.0%CoreLowGreat Falls, MT2026-10-28
Y-Intercept (Hong Kong) Ltd
45,737$1.8M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
27,161$1.1M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
24,075$961.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Imc-Chicago, LLC
19,696$786.7K0.0%GARPVery HighChicago, IL2026-11-05
Truist Financial Corp
14,961$597.5K0.0%CoreLowCharlotte, NC2026-10-30
First Bank & Trust
14,288$570.7K0.1%CoreLowBrookings, SD2026-10-19
Diversify Wealth Management, LLC
9,223$396.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
9,223$396.3K0.0%GrowthLowSandy, UT2026-10-20
Madrona Financial Services, LLC
7,290$291.2K0.0%ETFLowEverett, WA2026-10-23
OP Asset Management Ltd
6,421$256.5K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Wealth Enhancement Advisory Services, LLC
6,302$269.1K0.0%CoreLowPlymouth, MN2026-10-13
State of Alaska, Department of Revenue
5,414$190.0K0.0%CoreVery LowJuneau, AK2026-10-15
Tradewinds Capital Management, LLC
3,100$123.8K0.0%ETFVery HighBellingham, WA2026-10-23
Parallel Advisors, LLC
2,507$100.1K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
1,815$72.5K0.0%IndexLowSan Francisco, CA2026-10-08
First Pacific Financial
1,130$45.1K0.0%ETFLowVancouver, WA2026-10-14
Simplex Trading, LLC
791$31.6K0.0%CoreVery HighChicago, IL2026-11-04
Versant Capital Management, Inc
655$26.2K0.0%GARPLowPhoenix, AZ2026-10-02
First Horizon Corp
470$18.8K0.0%CoreLowMemphis, TN2026-10-26
Sterling Capital Management LLC
434$17.3K0.0%GARPMediumCharlotte, NC2026-10-22
Financial Consulate, Inc
202$8.1K0.0%ETFLowHunt Valley, MD2026-10-23
Harbor Capital Advisors, Inc.
197$80.0%ValueHighChicago, IL2026-10-22
SJS Investment Consulting Inc.
189$7.5K0.0%ETFVery LowSylvania, OH2026-10-26
Silver Grove Financial Group, Inc.
188$7.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Rossby Financial, LCC
170$6.8K0.0%ETFMediumMelbourne, FL2026-11-05
Ascentis Wealth Management, LLC
166$6.6K0.0%Agg GrowthLowDallas, TX2026-11-03
GK Wealth Management LLC
130$5.2K0.0%GARPVery HighReno, NV2026-10-09
MassMutual Private Wealth & Trust, FSB
126$5.0K0.0%CoreLowSpringfield, MA2026-10-05
Nisa Investment Advisors, LLC
102$4.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
78$3.1K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
52$2.1K0.0%IndexLowAtlanta, GA2026-10-23
Provenance Wealth Advisors, LLC
34$1.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Gamma Investing LLC
33$1.3K0.0%IndexVery LowFoster City, CA2026-10-08
Atwood & Palmer Inc
33$1.3K0.0%CoreVery LowKansas City, MO2026-10-08
Root Financial Partners, LLC
22$8790.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
20$7990.0%ETFLowConcord, CA2026-10-21
Physician Wealth Advisors, Inc.
15$6000.0%ETFMediumMidvale, UT2026-10-20
Larson Financial Group LLC
10$3990.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
10$4000.0%CoreVery LowSaint Louis, MO2026-10-27
Covestor Ltd
7$00.0%ValueHighLondon, United Kingdom2026-10-30
Essential Partners LLC
4$1600.0%ValueMediumRancho Santa Fe, CA2026-10-14