Security record · archived quarter
CCB
Coastal Financial Corporation · Financial Services · Banks - Regional
80Tracked holders
+3Δ holders
6.90MShares held
$790.29MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.9% ·
share flow +1.4% ·
net new positions +3.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (passive) | 784.23K | +2.4% | $89.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | American Century Companies Inc | 540.47K | n/a | $61.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 466.87K | -4.0% | $53.50M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 442.83K | -1.1% | $50.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 370.03K | +12.9% | $42.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Dimensional Fund Advisors Lp | 334.15K | n/a | $38.29M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Manufacturers Life Insurance… | 333.21K | n/a | $38.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Loomis Sayles & Co L P | 330.23K | n/a | $37.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Geode Capital Management ✦ (passive) | 325.90K | +3.0% | $37.35M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 11 | UBS AM, a distinct business unit of… | 162.19K | n/a | $18.58M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 12 | UBS Group AG | 121.76K | n/a | $13.95M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Alliancebernstein L.P. | 119.24K | n/a | $13.66M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | State Of Wisconsin Investment Board | 110.80K | n/a | $12.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Charles Schwab Investment… | 107.25K | n/a | $12.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 106.65K | n/a | $12.22M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 17 | T. Rowe Price ✦ | 105.73K | +0.3% | $12.12M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 18 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 19 | Nuveen, LLC | 77.17K | n/a | $8.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Invesco Ltd. | 75.97K | n/a | $8.71M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 21 | Stifel Financial Corp | 59.65K | n/a | $6.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 57.81K | -37.4% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Bank Of America Corp /De/ | 50.61K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 24 | Russell Investments Group, Ltd. | 48.57K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 25 | First Trust Advisors Lp | 43.76K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Nomura Asset Management… | 40.18K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 35.87K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | Principal Financial Group Inc | 35.67K | n/a | $4.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Sei Investments Co | 35.32K | n/a | $4.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Franklin Resources Inc | 34.69K | n/a | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 33.04K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Victory Capital Management Inc | 29.42K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Swiss National Bank | 26.77K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Barclays Plc | 25.78K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Focus Partners Wealth | 23.84K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Federated Hermes, Inc. | 20.96K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | New York State Common Retirement… | 17.86K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 17.49K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Nomura Holdings Inc | 16.12K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rhumbline Advisers | 16.09K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Truist Financial Corp | 15.86K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Wells Fargo & Company/Mn | 14.13K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Citigroup Inc | 14.11K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | California State Teachers… | 13.08K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Legal & General Group Plc | 12.57K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Ameriprise Financial Inc | 12.39K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Creative Planning | 12.09K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 11.38K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 10.93K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Point72 Asset Management ✦ | 10.81K | New | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 10.42K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Raymond James Financial Inc | 7.31K | n/a | $837,653 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | AQR Capital Management ✦ | 7.07K | -9.5% | $810,497 | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 54 | Tidal Investments LLC | 6.76K | n/a | $775,201 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Janus Henderson Group Plc | 6.16K | n/a | $704,920 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.01K | n/a | $688,915 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 5.76K | -50.5% | $660,496 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 58 | LPL Financial LLC | 5.04K | n/a | $577,992 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Wealth Enhancement Advisory… | 4.70K | n/a | $555,095 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Royal Bank Of Canada | 4.84K | n/a | $555,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 61 | Two Sigma Investments ✦ | 4.06K | -79.4% | $465,006 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 62 | Mml Investors Services, Llc | 3.25K | n/a | $372,074 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Marshall Wace ✦ | 3.20K | New | $366,688 | 0.0% | New | 1 | SEC ↗ |
| 64 | State Board Of Administration Of… | 3.07K | n/a | $351,906 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Amundi | 2.95K | n/a | $337,582 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Citadel Advisors ✦ | 2.92K | New | $334,603 | 0.0% | New | 1 | SEC ↗ ×2 |
| 67 | Balyasny Asset Management L.P. | 2.57K | n/a | $294,153 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Pictet Asset Management Holding SA | 2.46K | n/a | $281,433 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Voya Investment Management Llc | 2.40K | n/a | $275,589 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | ProShare Advisors LLC | 2.36K | n/a | $270,433 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Quantinno Capital Management LP | 2.25K | n/a | $258,057 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Zurcher Kantonalbank (Zurich… | 1.77K | n/a | $202,481 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Osaic Holdings, Inc. | 772 | n/a | $88,460 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 189 | n/a | $21,657 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | BNP Paribas Asset Management… | 186 | n/a | $21,000 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Cwm, Llc | 157 | n/a | $18,000 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Jones Financial Companies Lllp | 96 | n/a | $11,001 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Assetmark, Inc | 55 | n/a | $6,302 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Optiver Holding B.V. | 14 | n/a | $1,604 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $1.24M | 0.0% |
| Marshall Wace | $366,688 | 0.0% |
| Citadel Advisors | $334,603 | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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