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D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

CCB holding history

Coastal Financial Corp in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CCB overviewAll 13F holders of CCBFull Q2 2026 holdings

Shares (Q2 2026)
112,036
Value
$8.68M
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of CCB by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026112,036$8.68M<0.1%−13,503−10.8%ReducedHolders
Q1 2026125,539$9.55M0.1%00.0%UnchangedHolders
Q4 2025125,539$14.4M0.1%00.0%UnchangedHolders
Q3 2025125,539$13.6M0.1%+125,539NewHolders