Security record · archived quarter
CCB
Coastal Financial Corporation · Financial Services · Banks - Regional
75Tracked holders
-5Δ holders
6.93MShares held
$531.80MReported value
+7New positions
−12Exits
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +3.8% ·
net new positions -6.7%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 973.86K | -1.1% | $74.11M | 0.0% | ▼ Trim | 4 | SEC ↗ ×12 |
| 2 | Vanguard Capital Management Llc | 562.22K | n/a | $42.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 554.96K | +25.3% | $42.23M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Wellington Management ✦ | 447.43K | -4.2% | $34.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 5 | American Century Companies Inc | 418.67K | -22.5% | $31.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 370.76K | +0.2% | $28.21M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 7 | Dimensional Fund Advisors Lp | 359.57K | +7.6% | $27.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Manufacturers Life Insurance… | 337.82K | +1.4% | $25.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 319.52K | -2.0% | $24.32M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 10 | Loomis Sayles & Co L P | 304.79K | -7.7% | $23.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | UBS AM, a distinct business unit of… | 268.69K | +65.7% | $20.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Alliancebernstein L.P. | 115.03K | -3.5% | $13.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 159.71K | +31.2% | $12.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Northern Trust Corp | 108.39K | +1.6% | $8.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Charles Schwab Investment… | 107.73K | +0.4% | $8.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Millennium Management ✦ | 101.19K | New | $7.70M | 0.0% | New | 1 | SEC ↗ |
| 17 | State Of Wisconsin Investment Board | 95.65K | -13.7% | $7.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 93.88K | +57.4% | $7.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 86.66K | +71.2% | $6.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | T. Rowe Price ✦ | 86.04K | -18.6% | $6.55M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 85.79K | +48.4% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Morgan Stanley ✦ | 78.00K | -23.0% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 23 | Citadel Advisors ✦ | 54.88K | +1779.6% | $4.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Russell Investments Group, Ltd. | 51.02K | +5.0% | $3.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 25 | First Trust Advisors Lp | 48.71K | +11.3% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Franklin Resources Inc | 45.59K | +31.4% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Nomura Asset Management… | 45.02K | +12.1% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Nuveen, LLC | 36.27K | -53.0% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Bank of New York Mellon Corp | 35.92K | +0.2% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 30 | Sei Investments Co | 33.30K | -5.7% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Envestnet Asset Management Inc | 32.42K | -1.9% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 32.20K | +16937.6% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Jane Street Group, Llc | 31.23K | New | $2.38M | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | Barclays Plc | 30.87K | +19.8% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Victory Capital Management Inc | 29.43K | 0.0% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Swiss National Bank | 26.77K | 0.0% | $2.04M | 0.0% | Held | 2 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 25.38K | +1026.9% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Balyasny Asset Management L.P. | 24.09K | +838.6% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Renaissance Technologies ✦ | 22.60K | New | $1.72M | 0.0% | New | 1 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 18.64K | +63.9% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citigroup Inc | 18.59K | +31.8% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Federated Hermes, Inc. | 18.27K | -12.9% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Invesco Ltd. | 17.39K | -77.1% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 44 | Corient Private Wealth LP | 15.63K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 45 | Rhumbline Advisers | 15.26K | -5.1% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Truist Financial Corp | 14.94K | -5.8% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 14.24K | +31.7% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | California State Teachers… | 12.98K | -0.7% | $988,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 12.10K | New | $920,506 | 0.0% | New | 1 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 11.75K | -5.2% | $894,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 11.71K | +12.4% | $891,512 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Bnp Paribas Financial Markets | 11.10K | -36.5% | $844,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Us Bancorp \De\ | 10.93K | 0.0% | $831,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Legal & General Group Plc | 9.86K | -21.6% | $749,966 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Creative Planning | 7.28K | -39.8% | $553,704 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 6.59K | -6.8% | $501,575 | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 57 | Janus Henderson Group Plc | 6.16K | 0.0% | $469,792 | 0.0% | Held | 2 | SEC ↗ |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.04K | +0.5% | $459,644 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 5.84K | +1.4% | $433,725 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 60 | Raymond James Financial Inc | 5.47K | -25.2% | $416,267 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | LPL Financial LLC | 5.14K | +1.9% | $391,154 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Squarepoint Ops LLC | 4.96K | New | $377,304 | 0.0% | New | 1 | SEC ↗ |
| 63 | Wealth Enhancement Advisory… | 4.68K | -0.5% | $363,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Wells Fargo & Company/Mn | 4.68K | -66.8% | $356,529 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 4.29K | -11.3% | $327,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 66 | New York State Common Retirement… | 4.27K | -76.1% | $324,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Two Sigma Investments ✦ | 3.80K | -6.4% | $289,180 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 68 | State Board Of Administration Of… | 3.07K | 0.0% | $233,703 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Zurcher Kantonalbank (Zurich… | 1.77K | 0.0% | $134,469 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 463 | -40.0% | $35,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | BNP Paribas Asset Management… | 218 | +17.2% | $16,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Cwm, Llc | 131 | -16.6% | $9,969 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Assetmark, Inc | 47 | -14.6% | $3,577 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Optiver Holding B.V. | 26 | +85.7% | $1,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Fifth Third Bancorp | 17 | New | $1,310 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $7.70M | 0.0% |
| Jane Street Group, Llc | $2.38M | 0.0% |
| Renaissance Technologies | $1.72M | 0.0% |
| Corient Private Wealth LP | $1.19M | 0.0% |
| Qube Research & Technologies… | $920,506 | 0.0% |
| Squarepoint Ops LLC | $377,304 | 0.0% |
| Fifth Third Bancorp | $1,310 | 0.0% |
Exited
| Principal Financial Group Inc | $4.09M | was 0.0% |
| Focus Partners Wealth | $2.73M | was 0.0% |
| Nomura Holdings Inc | $1.85M | was 0.0% |
| Tidal Investments LLC | $775,201 | was 0.0% |
| Mml Investors Services, Llc | $372,074 | was 0.0% |
| Marshall Wace | $366,688 | was 0.0% |
| Amundi | $337,582 | was 0.0% |
| Pictet Asset Management… | $281,433 | was 0.0% |
| Voya Investment Management Llc | $275,589 | was 0.0% |
| ProShare Advisors LLC | $270,433 | was 0.0% |
| Jones Financial Companies Lllp | $11,001 | was 0.0% |
| Nomura Asset Management Co Ltd | $0 | 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: Q1 2026 ·
Methodology ·
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