Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
15,034,241
-
Total 13F shares
-
127,265
-
Share change
-
+14,710
-
Total reported value
-
$14,398,527
-
Price per share
-
$114.59
-
Number of holders
-
19
-
Value change
-
+$1,689,159
-
Number of buys
-
6
-
Number of sells
-
7
Institutional Holders of COASTAL FINANCIAL CORP - Common Stock (CCB) as of Q4 2025
As of 31 Dec 2025,
COASTAL FINANCIAL CORP - Common Stock (CCB) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
127,265 shares.
The largest 10 holders included
Cox Capital Mgt LLC, Phocas Financial Corp., First Bank & Trust, SG Americas Securities, LLC, Madrona Financial Services, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Capital Advisors Wealth Management, LLC, Magnus Financial Group LLC, Tradewinds Capital Management, LLC, and Portside Wealth Group, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.