Security record
CCB
Coastal Financial Corporation · Financial Services · Banks - Regional
75Tracked holders
+3Δ holders
7.03MShares held
$544.88MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow +1.8% ·
net new positions +4.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 75 | +3 | 7.03M | $544.88M | +5 | −2 |
| Q1 2026 | 75 | -5 | 6.93M | $531.80M | +7 | −12 |
| Q4 2025 | 80 | +3 | 6.90M | $790.29M | +3 | — |
| Q3 2025 | 12 | -3 | 3.58M | $387.34M | — | −3 |
| Q2 2025 | 12 | +2 | 3.12M | $301.79M | +2 | — |
| Q1 2025 | 7 | -1 | 1.19M | $107.80M | — | −1 |
| Q4 2024 | 8 | -2 | 1.16M | $98.56M | +1 | −3 |
| Q3 2024 | 9 | +2 | 443.49K | $23.95M | +2 | — |
| Q2 2024 | 7 | — | 409.04K | $18.88M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.10M | +13.2% | $85.43M | 0.0% | ▲ Add | 5 | SEC ↗ ×12 |
| 2 | State Street Global Advisors ✦ (passive) | 582.97K | +5.0% | $45.19M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 573.58K | +2.0% | $44.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | American Century Companies Inc | 420.24K | +0.4% | $32.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 378.99K | +2.2% | $29.38M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 6 | Dimensional Fund Advisors Lp | 372.28K | +3.5% | $28.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Wellington Management ✦ | 360.92K | -19.3% | $27.97M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 341.13K | +6.8% | $26.45M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 9 | Manufacturers Life Insurance… | 335.66K | -0.6% | $26.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Loomis Sayles & Co L P | 284.47K | -6.7% | $22.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 235.22K | +328.6% | $18.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | UBS Group AG | 151.31K | -5.3% | $11.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Alliancebernstein L.P. | 141.33K | +22.9% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 116.90K | +7.8% | $9.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Goldman Sachs Group ✦ | 116.11K | +35.3% | $9.00M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Charles Schwab Investment… | 110.03K | +2.1% | $8.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | State Of Wisconsin Investment Board | 91.56K | -4.3% | $7.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 90.21K | +4.8% | $6.99M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 19 | Stifel Financial Corp | 88.64K | -5.6% | $6.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 80.94K | -6.6% | $6.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 21 | UBS AM, a distinct business unit of… | 75.50K | -71.9% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 22 | Millennium Management ✦ | 75.30K | -25.6% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 67.51K | -13.4% | $5.23M | 0.0% | ▼ Trim | 4 | SEC ↗ ×10 |
| 24 | Qube Research & Technologies Ltd | 67.42K | +457.3% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Balyasny Asset Management L.P. | 62.04K | +157.5% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 54.72K | +7.2% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 27 | D. E. Shaw & Co. ✦ | 47.56K | New | $3.69M | 0.0% | New | 1 | SEC ↗ |
| 28 | Franklin Resources Inc | 45.09K | -1.1% | $3.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Nomura Asset Management… | 43.36K | -3.7% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 38.87K | +8.2% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 31 | Point72 Asset Management ✦ | 34.18K | +140.1% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Nuveen, LLC | 33.47K | -7.7% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Envestnet Asset Management Inc | 29.54K | -8.9% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Victory Capital Management Inc | 29.45K | +0.1% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Swiss National Bank | 25.96K | -3.0% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Sei Investments Co | 24.09K | -27.7% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Citigroup Inc | 18.45K | -0.8% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Federated Hermes, Inc. | 18.25K | -0.1% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Invesco Ltd. | 17.76K | +2.1% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Rhumbline Advisers | 15.98K | +4.7% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 15.13K | +1.3% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 14.88K | -41.4% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 14.24K | +21.6% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Legal & General Group Plc | 13.92K | +41.3% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Squarepoint Ops LLC | 13.44K | +171.0% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Barclays Plc | 12.83K | -58.4% | $994,454 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | Wells Fargo & Company/Mn | 12.60K | +169.0% | $976,703 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Bnp Paribas Financial Markets | 11.81K | +6.5% | $915,781 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Hsbc Holdings Plc | 11.28K | New | $876,351 | 0.0% | New | 1 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 10.97K | +66.4% | $849,975 | 0.0% | ▲ Add | 9 | SEC ↗ ×5 |
| 51 | Us Bancorp \De\ | 10.91K | -0.2% | $845,324 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 10.70K | -8.9% | $829,047 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Creative Planning | 7.92K | +8.9% | $614,112 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | First Trust Advisors Lp | 7.13K | -85.4% | $552,723 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.10K | +1.0% | $472,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 6.08K | +4.1% | $467,933 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 57 | Corient Private Wealth LP | 5.97K | -61.8% | $462,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Raymond James Financial Inc | 5.83K | +6.6% | $451,961 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Marshall Wace ✦ | 5.72K | New | $443,667 | 0.0% | New | 1 | SEC ↗ ×2 |
| 60 | New York State Common Retirement… | 5.67K | +32.8% | $439,482 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Zurcher Kantonalbank (Zurich… | 5.60K | +216.7% | $433,746 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | LPL Financial LLC | 5.44K | +5.9% | $421,964 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Wealth Enhancement Advisory… | 4.82K | +3.0% | $378,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Two Sigma Investments ✦ | 3.21K | -15.4% | $249,040 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 65 | State Board Of Administration Of… | 3.07K | 0.0% | $238,033 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Voya Investment Management Llc | 2.72K | New | $210,595 | 0.0% | New | 1 | SEC ↗ |
| 67 | Susquehanna International Group, Llp | 2.67K | -85.7% | $206,952 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Osaic Holdings, Inc. | 1.41K | +203.9% | $109,054 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 438 | -89.8% | $34,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 70 | Jones Financial Companies Lllp | 195 | New | $15,064 | 0.0% | New | 1 | SEC ↗ |
| 71 | BNP Paribas Asset Management… | 141 | -35.3% | $10,929 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Optiver Holding B.V. | 82 | +215.4% | $6,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 79 | -99.8% | $6,123 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Assetmark, Inc | 47 | 0.0% | $3,643 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Fifth Third Bancorp | 23 | +35.3% | $1,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $3.69M | 0.0% |
| Hsbc Holdings Plc | $876,351 | 0.0% |
| Marshall Wace | $443,667 | 0.0% |
| Voya Investment Management Llc | $210,595 | 0.0% |
| Jones Financial Companies Lllp | $15,064 | 0.0% |
Exited
| Jane Street Group, Llc | $2.38M | was 0.0% |
| Renaissance Technologies | $1.72M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 179 holders, 12.95M shares, $838.24M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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