Coastal Financial Corp
CCB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001437958
In the last 90 days, Coastal Financial Corp insiders filed 3 open-market purchases and 0 sales; 194 institutions reported holding it in 13F filings for Q2 2026, worth $992.7M in total; no superinvestor holds it.
Q2 2022 vs. Q1 2022
How the institutions holding Coastal Financial Corp changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 111 | 3 | 104 | −4 |
| Shares | 7.34M | 192.2K | 7.76M | +612.9K (+8.6%) |
| Value | $335.6M | $8.75M | $302.4M | −$24.5M (−7.5%) |
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Coastal Financial Corp at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| HighTower Trust Services, LTA | 278,541 | $17.2M | 2.89% |
| RMB Capital Management, LLC | 150,000 | $5.72M | 0.20% |
| Jacobs Asset Management, LLC | 117,940 | $4.50M | 2.11% |
| Principal Financial Group Inc | 8,617 | $329.0K | 0.00% |
| Los Angeles Capital Management LLC | 7,856 | $299.0K | 0.00% |
| Westwood Holdings Group Inc. | 6,658 | $254.0K | 0.00% |
| Summit Global Investments | 5,700 | $217.0K | 0.02% |
| Lindbrook Capital, LLC | 16 | $1.00K | 0.00% |
| Credit Suisse AG | 10 | $0 | 0.00% |
| CWM, LLC | 3 | $0 | 0.00% |
Sold out (14)
Institutions that held Coastal Financial Corp at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| EAM Investors, LLC | 52,371 | $2.40M |
| Hennessy Advisors Inc | 45,000 | $2.06M |
| FJ Capital Management LLC | 44,530 | $2.04M |
| EAM Global Investors LLC | 29,660 | $1.36M |
| Man Group plc | 9,800 | $448.0K |
| Tiedemann Advisors, LLC | 5,270 | $241.0K |
| Laird Norton Trust Company, LLC | 5,000 | $228.0K |
| FirstPurpose Wealth LLC | 4,598 | $210.0K |
| UBS Group AG | 2,618 | $120.0K |
| Prospera Financial Services Inc | 1,660 | $76.0K |
| Nisa Investment Advisors, LLC | 420 | $19.0K |
| ClariVest Asset Management LLC | 225 | $10.0K |
| Aquatic Capital Management LLC | 200 | $9.00K |
| Point72 Hong Kong Ltd | 138 | $6.00K |
Not filed for Q2 2022 yet (3)
Institutions that held Coastal Financial Corp at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Mendon Capital Advisors Corp | 150,000 | $6.86M |
| John W. Rosenthal Capital Management, Inc. | 40,750 | $1.82M |
| Amalgamated Financial Corp. | 1,414 | $65.0K |