CCB
Coastal Financial Corporation · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow +10.1% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.30K | $269,095 | n/a | n/a |
| 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 | n/a |
| Q3 2025 | 12 | -3 | 3.58M | $387.34M | n/a | −3 |
| Q2 2025 | 12 | +2 | 3.12M | $301.79M | +2 | n/a |
| Q1 2025 | 7 | -1 | 1.19M | $107.80M | n/a | −1 |
| Q4 2024 | 8 | -2 | 1.16M | $98.56M | +1 | −3 |
| Q3 2024 | 9 | +2 | 443.49K | $23.95M | +2 | n/a |
| Q2 2024 | 7 | n/a | 409.04K | $18.88M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 967.87K | -3.3% | $104.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (passive) | 766.04K | +0.5% | $82.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Wellington Management ✦ | 486.20K | +9.0% | $52.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 447.94K | +9.6% | $48.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 327.66K | +144.7% | $35.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (passive) | 316.54K | +4.0% | $34.25M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | T. Rowe Price ✦ | 105.44K | +920.0% | $11.41M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 92.30K | n/a | $9.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 31.67K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Two Sigma Investments ✦ | 19.69K | -27.9% | $2.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 11.63K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 12 | AQR Capital Management ✦ | 7.82K | +8.0% | $845,673 | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $911,837 | was 0.0% |
| Millennium Management | $332,361 | was 0.0% |
| Point72 Asset Management | $135,618 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.