Coastal Financial Corp
CCB- 交易所
- Nasdaq
- 產業
- State Commercial Banks
- SEC CIK
- 0001437958
近 90 天，Coastal Financial Corp 內部人申報 3 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 194 家機構在 13F 申報持有，市值合計 $9.93 億；沒有大師持有。
2023 年第 3 季 13F 持有人
Coastal Financial Corp 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 117
- 較 2023 年第 2 季 +8 家
- 持有股數
- 778.7 萬
- 較 2023 年第 2 季 +7.73 萬 (+1.0%)
- 總市值
- $3.33 億
- 較 2023 年第 2 季 +$4,306 萬 (+14.8%)
- 新進機構
- 18
- 另有 36 家加碼
- 清倉機構
- 10
- 另有 39 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CCB 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 194 | $9.93 億 |
| 2026 年第 1 季 | 183 | $9.91 億 |
| 2025 年第 4 季 | 208 | $14.6 億 |
| 2025 年第 3 季 | 186 | $13.1 億 |
| 2025 年第 2 季 | 177 | $10.8 億 |
| 2025 年第 1 季 | 177 | $9.88 億 |
| 2024 年第 4 季 | 170 | $8.65 億 |
| 2024 年第 3 季 | 146 | $4.55 億 |
| 2024 年第 2 季 | 125 | $3.73 億 |
| 2024 年第 1 季 | 119 | $3.08 億 |
| 2023 年第 4 季 | 116 | $3.57 億 |
| 2023 年第 3 季 | 117 | $3.33 億 |
| 2023 年第 2 季 | 109 | $2.90 億 |
| 2023 年第 1 季 | 124 | $2.78 億 |
| 2022 年第 4 季 | 129 | $3.64 億 |
| 2022 年第 3 季 | 114 | $2.94 億 |
| 2022 年第 2 季 | 104 | $3.02 億 |
| 2022 年第 1 季 | 111 | $3.36 億 |
| 2021 年第 4 季 | 99 | $3.78 億 |
| 2021 年第 3 季 | 79 | $2.06 億 |
| 2021 年第 2 季 | 69 | $1.84 億 |
| 2021 年第 1 季 | 71 | $1.62 億 |
2023 年第 3 季持有機構
每家機構持有 Coastal Financial Corp 的股數、市值與佔組合比重；股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 822,425 | $3,529 萬 | 0.02% | +739+0.1% | 加碼 |
| BlackRock Inc. | 738,162 | $3,167 萬 | 0.00% | −13,486−1.8% | 減碼 |
| Endeavour Capital Advisors Inc | 728,824 | $3,127 萬 | 12.57% | −1,701−0.2% | 減碼 |
| Vanguard Group Inc | 577,945 | $2,480 萬 | 0.00% | +9,244+1.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 560,542 | $2,405 萬 | 0.01% | −33,118−5.6% | 減碼 |
| GW&K Investment Management, LLC | 302,524 | $1,298 萬 | 0.13% | +55,225+22.3% | 加碼 |
| Dimensional Fund Advisors LP | 294,894 | $1,265 萬 | 0.00% | +34,215+13.1% | 加碼 |
| Kennedy Capital Management, Inc. | 263,688 | $1,131 萬 | 0.28% | +38,632+17.2% | 加碼 |
| State Street Corp | 258,835 | $1,111 萬 | 0.00% | −16,197−5.9% | 減碼 |
| Geode Capital Management, LLC | 245,765 | $1,055 萬 | 0.00% | +8,074+3.4% | 加碼 |
| Alliancebernstein L.P. | 225,750 | $968.7 萬 | 0.00% | −580−0.3% | 減碼 |
| Boothbay Fund Management, LLC | 150,000 | $643.6 萬 | 0.23% | +24,586+19.6% | 加碼 |
| Advisors Capital Management, LLC | 138,835 | $595.7 萬 | 0.15% | −989−0.7% | 減碼 |
| RMB Capital Management, LLC | 135,000 | $579.3 萬 | 0.20% | −15,000−10.0% | 減碼 |
| EJF Capital LLC | 131,370 | $563.7 萬 | 2.48% | −40,658−23.6% | 減碼 |
| JCSD Capital, LLC | 116,711 | $500.8 萬 | 10.25% | +11,763+11.2% | 加碼 |
| Brinker Capital Investments, LLC | 106,371 | $456.4 萬 | 0.06% | −7,851−6.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 106,371 | $456.4 萬 | 0.06% | −7,851−6.9% | 減碼 |
| Northern Trust Corp | 102,587 | $440.2 萬 | 0.00% | +3,965+4.0% | 加碼 |
| Invesco Ltd. | 83,407 | $357.9 萬 | 0.00% | +60,876+270.2% | 加碼 |
| Putnam Investments LLC | 83,293 | $357.4 萬 | 0.01% | −3,900−4.5% | 減碼 |
| Carlson Capital Management | 69,398 | $297.8 萬 | 0.18% | 00.0% | 不變 |
| Stifel Financial Corp | 66,000 | $283.2 萬 | 0.00% | −10,000−13.2% | 減碼 |
| John W. Rosenthal Capital Management, Inc. | 64,711 | $277.7 萬 | 3.74% | 00.0% | 不變 |
| American Century Companies Inc | 63,574 | $272.8 萬 | 0.00% | +23,449+58.4% | 加碼 |
| JPMorgan Chase & Co | 61,763 | $265.0 萬 | 0.00% | −12,602−16.9% | 減碼 |
| Envestnet Asset Management Inc | 60,436 | $259.3 萬 | 0.00% | +22,309+58.5% | 加碼 |
| Jacobs Asset Management, LLC | 60,000 | $257.5 萬 | 2.01% | +7,596+14.5% | 加碼 |
| Stieven Capital Advisors, L.P. | 55,313 | $237.3 萬 | 0.62% | +55,313 | 新進 |
| Punch & Associates Investment Management, Inc. | 52,000 | $223.1 萬 | 0.14% | +52,000 | 新進 |
| PMC FIG Opportunities LLC | 51,000 | $218.8 萬 | 7.87% | +21,000+70.0% | 加碼 |
| Wellington Management Group LLP | 47,949 | $205.7 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 46,146 | $198.0 萬 | 0.00% | +550+1.2% | 加碼 |
| Nicholas Investment Partners, LP | 39,661 | $170.2 萬 | 0.13% | 00.0% | 不變 |
| TownSquare Capital, LLC | 38,236 | $164.1 萬 | 0.03% | −18,578−32.7% | 減碼 |
| Los Angeles Capital Management LLC | 35,435 | $152.1 萬 | 0.01% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 34,435 | $147.8 萬 | 0.00% | −11,831−25.6% | 減碼 |
| First Trust Advisors LP | 33,456 | $143.6 萬 | 0.00% | −1,063−3.1% | 減碼 |
| Two Sigma Advisers, LP | 32,200 | $138.2 萬 | 0.00% | −7,700−19.3% | 減碼 |
| Charles Schwab Investment Management Inc | 30,417 | $130.5 萬 | 0.00% | −22−0.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 29,776 | $127.8 萬 | 0.01% | −20,239−40.5% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 26,310 | $112.9 萬 | 0.07% | 00.0% | 不變 |
| Swiss National Bank | 24,865 | $106.7 萬 | 0.00% | +1,700+7.3% | 加碼 |
| Two Sigma Investments, LP | 24,590 | $105.5 萬 | 0.00% | −5,334−17.8% | 減碼 |
| Federated Hermes, Inc. | 21,546 | $92.5 萬 | 0.00% | −184−0.8% | 減碼 |
| First Bank & Trust | 21,289 | $91.4 萬 | 0.24% | −1,044−4.7% | 減碼 |
| Goldman Sachs Group Inc | 20,871 | $89.6 萬 | 0.00% | −4,088−16.4% | 減碼 |
| Quent Capital, LLC | 19,889 | $85.3 萬 | 0.13% | 00.0% | 不變 |
| Cox Capital Mgt LLC | 19,724 | $84.6 萬 | 0.60% | +2,661+15.6% | 加碼 |
| DFPG Investments, LLC | 21,200 | $79.6 萬 | 0.07% | −4,106−16.2% | 減碼 |
| Madrona Financial Services, LLC | 18,465 | $79.2 萬 | 0.36% | 00.0% | 不變 |
| Ameriprise Financial Inc | 18,184 | $78.0 萬 | 0.00% | +18,184 | 新進 |
| River Oaks Capital LLC | 18,000 | $77.2 萬 | 1.14% | 00.0% | 不變 |
| Truist Financial Corp | 17,465 | $74.9 萬 | 0.00% | +227+1.3% | 加碼 |
| Barclays PLC | 16,825 | $72.2 萬 | 0.00% | +636+3.9% | 加碼 |
| Morgan Stanley | 14,753 | $63.3 萬 | 0.00% | +787+5.6% | 加碼 |
| Rhumbline Advisers | 14,126 | $60.6 萬 | 0.00% | +14+0.1% | 加碼 |
| Intrust Bank NA | 12,969 | $55.6 萬 | 0.07% | +943+7.8% | 加碼 |
| California State Teachers Retirement System | 12,356 | $53.0 萬 | 0.00% | −185−1.5% | 減碼 |
| Janus Henderson Group PLC | 12,186 | $52.3 萬 | 0.00% | +258+2.2% | 加碼 |
| Millennium Management LLC | 12,054 | $51.7 萬 | 0.00% | −4,314−26.4% | 減碼 |
| Teacher Retirement System of Texas | 11,127 | $47.7 萬 | 0.00% | −3,017−21.3% | 減碼 |
| US Bancorp | 10,697 | $45.9 萬 | 0.00% | 00.0% | 不變 |
| Renaissance Technologies LLC | 10,474 | $44.9 萬 | 0.00% | −21,733−67.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 10,112 | $43.4 萬 | 0.00% | +4,315+74.4% | 加碼 |
| New York Life Investment Management LLC | 9,872 | $42.4 萬 | 0.00% | −1,573−13.7% | 減碼 |
| Credit Suisse AG | 9,798 | $42.0 萬 | 0.00% | +670+7.3% | 加碼 |
| State of Wisconsin Investment Board | 9,742 | $41.8 萬 | 0.00% | +9,742 | 新進 |
| Mesirow Financial Investment Management, Inc. | 8,580 | $36.8 萬 | 1.60% | 00.0% | 不變 |
| AQR Capital Management LLC | 8,215 | $35.3 萬 | 0.00% | +8,215 | 新進 |
| Legal & General Group Plc | 7,930 | $34.0 萬 | 0.00% | −97−1.2% | 減碼 |
| Simplex Trading, LLC | 7,826 | $33.5 萬 | 0.01% | +7,826 | 新進 |
| Parallel Advisors, LLC | 7,778 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Riverwater Partners LLC | 7,728 | $33.2 萬 | 0.30% | +7,728 | 新進 |
| Channing Capital Management, LLC | 7,406 | $31.8 萬 | 0.01% | +7,406 | 新進 |
| Magnus Financial Group LLC | 7,127 | $30.6 萬 | 0.04% | +7,127 | 新進 |
| Advisor Group Holdings, Inc. | 6,846 | $29.4 萬 | 0.00% | +1,141+20.0% | 加碼 |
| Capital Advisors Wealth Management, LLC | 6,464 | $27.7 萬 | 0.07% | −500−7.2% | 減碼 |
| Portside Wealth Group, LLC | 6,364 | $27.5 萬 | 0.05% | +60+1.0% | 加碼 |
| Rafferty Asset Management, LLC | 6,328 | $27.2 萬 | 0.00% | −3,065−32.6% | 減碼 |
| Bank of America Corp | 5,487 | $23.5 萬 | 0.00% | +1,619+41.9% | 加碼 |
| Deutsche Bank AG | 5,430 | $23.3 萬 | 0.00% | −46−0.8% | 減碼 |
| American International Group, Inc. | 5,402 | $23.2 萬 | 0.00% | +192+3.7% | 加碼 |
| MetLife Investment Management | 5,396 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 5,389 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 5,279 | $22.7 萬 | 0.02% | +5,279 | 新進 |
| New York State Common Retirement Fund | 5,266 | $22.6 萬 | 0.00% | +4+0.1% | 加碼 |
| Arcus Capital Partners, LLC | 5,200 | $22.3 萬 | 0.07% | −300−5.5% | 減碼 |
| Raymond James & Associates | 5,041 | $21.6 萬 | 0.00% | +5,041 | 新進 |
| Franklin Resources Inc | 5,033 | $21.6 萬 | 0.00% | +5,033 | 新進 |
| Corton Capital Inc. | 4,983 | $21.4 萬 | 0.11% | +4,983 | 新進 |
| Voya Investment Management LLC | 4,869 | $20.9 萬 | 0.00% | +4,869 | 新進 |
| Royal Bank of Canada | 4,639 | $20.0 萬 | 0.00% | +605+15.0% | 加碼 |
| Tradewinds Capital Management, LLC | 4,005 | $17.2 萬 | 0.06% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,626 | $11.3 萬 | 0.00% | +2,113+411.9% | 加碼 |
| Citigroup Inc | 2,590 | $11.1 萬 | 0.00% | −6,100−70.2% | 減碼 |
| First Horizon Advisors, Inc. | 2,496 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 2,489 | $10.7 萬 | 0.00% | +2,489 | 新進 |
| Lazard Asset Management LLC | 2,352 | $10.0 萬 | 0.00% | +313+15.4% | 加碼 |
| Wells Fargo & Company | 2,202 | $9.45 萬 | 0.00% | −2,353−51.7% | 減碼 |