Запись по ценной бумаге · архивный квартал
CCB
Coastal Financial Corporation · Financial Services · Banks - Regional
80Отслеживаемые держатели
+3Δ держателей
6.90MАкций в держании
$790.29MОтчётная стоимость
+3Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.9% ·
поток акций +1.4% ·
новые чистые позиции +3.8%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 984.83K | +1.8% | $112.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | The Vanguard Group ✦ (пассивный) | 784.23K | +2.4% | $89.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | The Vanguard Group ✦ (пассивный) | 784.23K | +2.4% | $89.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (пассивный) | 784.23K | +2.4% | $89.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (пассивный) | 784.23K | +2.4% | $89.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (пассивный) | 784.23K | +2.4% | $89.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | American Century Companies Inc | 540.47K | — | $61.93M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wellington Management ✦ | 466.87K | -4.0% | $53.50M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (пассивный) | 442.83K | -1.1% | $50.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 370.03K | +12.9% | $42.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 370.03K | +12.9% | $42.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 370.03K | +12.9% | $42.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 334.15K | — | $38.29M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 334.15K | — | $38.29M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 334.15K | — | $38.29M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 334.15K | — | $38.29M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 334.15K | — | $38.29M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Manufacturers Life Insurance… | 333.21K | — | $38.18M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Loomis Sayles & Co L P | 330.23K | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Loomis Sayles & Co L P | 330.23K | — | $37.84M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Geode Capital Management ✦ (пассивный) | 325.90K | +3.0% | $37.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 34 | Geode Capital Management ✦ (пассивный) | 325.90K | +3.0% | $37.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 162.19K | — | $18.58M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 162.19K | — | $18.58M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 162.19K | — | $18.58M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 162.19K | — | $18.58M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 162.19K | — | $18.58M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 162.19K | — | $18.58M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | UBS Group AG | 121.76K | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS Group AG | 121.76K | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS Group AG | 121.76K | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | UBS Group AG | 121.76K | — | $13.95M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 119.24K | — | $13.66M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | State Of Wisconsin Investment Board | 110.80K | — | $12.70M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Charles Schwab Investment… | 107.25K | — | $12.29M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Northern Trust Corp | 106.65K | — | $12.22M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northern Trust Corp | 106.65K | — | $12.22M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Northern Trust Corp | 106.65K | — | $12.22M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Northern Trust Corp | 106.65K | — | $12.22M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Northern Trust Corp | 106.65K | — | $12.22M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northern Trust Corp | 106.65K | — | $12.22M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 105.73K | +0.3% | $12.12M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 55 | T. Rowe Price ✦ | 105.73K | +0.3% | $12.12M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 101.30K | +219.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Nuveen, LLC | 77.17K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Nuveen, LLC | 77.17K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Nuveen, LLC | 77.17K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Invesco Ltd. | 75.97K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Invesco Ltd. | 75.97K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Invesco Ltd. | 75.97K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Invesco Ltd. | 75.97K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Invesco Ltd. | 75.97K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Stifel Financial Corp | 59.65K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Stifel Financial Corp | 59.65K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Goldman Sachs Group ✦ | 57.81K | -37.4% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 57.81K | -37.4% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Bank Of America Corp /De/ | 50.61K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank Of America Corp /De/ | 50.61K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Bank Of America Corp /De/ | 50.61K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank Of America Corp /De/ | 50.61K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Bank Of America Corp /De/ | 50.61K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 48.57K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Russell Investments Group, Ltd. | 48.57K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Russell Investments Group, Ltd. | 48.57K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 48.57K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 48.57K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | First Trust Advisors Lp | 43.76K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Nomura Asset Management… | 40.18K | — | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 35.87K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 35.87K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 35.87K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 35.87K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Principal Financial Group Inc | 35.67K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Principal Financial Group Inc | 35.67K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Sei Investments Co | 35.32K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Sei Investments Co | 35.32K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Sei Investments Co | 35.32K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Franklin Resources Inc | 34.69K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 179 держатели, 12.95M акции, $838.24M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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