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 4 季 13F 持有人
Coastal Financial Corp 在 2023/12/31 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
- 116
- 較 2023 年第 3 季 0 家
- 持有股數
- 803.6 萬
- 較 2023 年第 3 季 +26.7 萬 (+3.4%)
- 總市值
- $3.57 億
- 較 2023 年第 3 季 +$2,384 萬 (+7.2%)
- 新進機構
- 12
- 另有 39 家加碼
- 清倉機構
- 12
- 另有 40 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 857,959 | $3,810 萬 | 0.02% | +35,534+4.3% | 加碼 |
| BlackRock Inc. | 831,274 | $3,692 萬 | 0.00% | +93,112+12.6% | 加碼 |
| Endeavour Capital Advisors Inc | 743,898 | $3,304 萬 | 11.07% | +15,074+2.1% | 加碼 |
| Vanguard Group Inc | 593,009 | $2,634 萬 | 0.00% | +15,064+2.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 532,237 | $2,364 萬 | 0.01% | −28,305−5.0% | 減碼 |
| Dimensional Fund Advisors LP | 316,125 | $1,404 萬 | 0.00% | +21,231+7.2% | 加碼 |
| GW&K Investment Management, LLC | 289,104 | $1,284 萬 | 0.12% | −13,420−4.4% | 減碼 |
| State Street Corp | 285,681 | $1,269 萬 | 0.00% | +26,846+10.4% | 加碼 |
| Kennedy Capital Management, Inc. | 267,153 | $1,186 萬 | 0.26% | +3,465+1.3% | 加碼 |
| Geode Capital Management, LLC | 257,905 | $1,145 萬 | 0.00% | +12,140+4.9% | 加碼 |
| Alliancebernstein L.P. | 217,820 | $967.3 萬 | 0.00% | −7,930−3.5% | 減碼 |
| Advisors Capital Management, LLC | 144,032 | $639.6 萬 | 0.13% | +5,197+3.7% | 加碼 |
| RMB Capital Management, LLC | 120,000 | $532.9 萬 | 0.16% | −15,000−11.1% | 減碼 |
| Mendon Capital Advisors Corp | 120,000 | $532.9 萬 | 2.51% | +120,000 | 新進 |
| JCSD Capital, LLC | 116,711 | $518.3 萬 | 15.79% | 00.0% | 不變 |
| EJF Capital LLC | 115,690 | $513.8 萬 | 2.69% | −15,680−11.9% | 減碼 |
| Northern Trust Corp | 113,936 | $506.0 萬 | 0.00% | +11,349+11.1% | 加碼 |
| JPMorgan Chase & Co | 98,395 | $437.0 萬 | 0.00% | +36,632+59.3% | 加碼 |
| Brinker Capital Investments, LLC | 99,904 | $429.5 萬 | 0.05% | −6,467−6.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 99,904 | $429.5 萬 | 0.05% | −6,467−6.1% | 減碼 |
| Invesco Ltd. | 84,937 | $377.2 萬 | 0.00% | +1,530+1.8% | 加碼 |
| American Century Companies Inc | 80,614 | $358.0 萬 | 0.00% | +17,040+26.8% | 加碼 |
| Putnam Investments LLC | 72,393 | $321.5 萬 | 0.00% | −10,900−13.1% | 減碼 |
| Jacobs Asset Management, LLC | 71,800 | $318.9 萬 | 2.49% | +11,800+19.7% | 加碼 |
| Carlson Capital Management | 69,398 | $308.2 萬 | 0.16% | 00.0% | 不變 |
| Stifel Financial Corp | 66,000 | $293.1 萬 | 0.00% | 00.0% | 不變 |
| John W. Rosenthal Capital Management, Inc. | 61,701 | $274.0 萬 | 3.13% | −3,010−4.7% | 減碼 |
| Boothbay Fund Management, LLC | 60,000 | $266.5 萬 | 0.10% | −90,000−60.0% | 減碼 |
| Envestnet Asset Management Inc | 58,251 | $258.7 萬 | 0.00% | −2,185−3.6% | 減碼 |
| State of Wisconsin Investment Board | 58,072 | $257.9 萬 | 0.01% | +48,330+496.1% | 加碼 |
| Punch & Associates Investment Management, Inc. | 56,700 | $251.8 萬 | 0.15% | +4,700+9.0% | 加碼 |
| Stieven Capital Advisors, L.P. | 55,313 | $245.6 萬 | 0.53% | 00.0% | 不變 |
| Wellington Management Group LLP | 47,949 | $212.9 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 46,154 | $205.0 萬 | 0.00% | +80.0% | 加碼 |
| Morgan Stanley | 37,767 | $167.7 萬 | 0.00% | +23,014+156.0% | 加碼 |
| First Trust Advisors LP | 36,493 | $162.1 萬 | 0.00% | +3,037+9.1% | 加碼 |
| Cox Capital Mgt LLC | 35,454 | $157.5 萬 | 1.03% | +15,730+79.8% | 加碼 |
| Los Angeles Capital Management LLC | 35,435 | $157.4 萬 | 0.01% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 34,933 | $155.1 萬 | 0.00% | +498+1.4% | 加碼 |
| TownSquare Capital, LLC | 32,726 | $145.3 萬 | 0.02% | −5,510−14.4% | 減碼 |
| Barclays PLC | 31,704 | $140.8 萬 | 0.00% | +14,879+88.4% | 加碼 |
| Two Sigma Advisers, LP | 31,200 | $138.6 萬 | 0.00% | −1,000−3.1% | 減碼 |
| Charles Schwab Investment Management Inc | 30,417 | $135.1 萬 | 0.00% | 00.0% | 不變 |
| Emerald Mutual Fund Advisers Trust | 26,310 | $116.8 萬 | 0.06% | 00.0% | 不變 |
| Two Sigma Investments, LP | 25,710 | $114.2 萬 | 0.00% | +1,120+4.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 23,136 | $102.7 萬 | 0.01% | −6,640−22.3% | 減碼 |
| Tudor Investment Corp Et Al | 22,287 | $99.0 萬 | 0.01% | +22,287 | 新進 |
| Swiss National Bank | 22,265 | $98.9 萬 | 0.00% | −2,600−10.5% | 減碼 |
| First Bank & Trust | 21,006 | $93.3 萬 | 0.23% | −283−1.3% | 減碼 |
| Quent Capital, LLC | 19,889 | $88.3 萬 | 0.12% | 00.0% | 不變 |
| Millennium Management LLC | 19,774 | $87.8 萬 | 0.00% | +7,720+64.0% | 加碼 |
| DFPG Investments, LLC | 20,446 | $87.5 萬 | 0.07% | −754−3.6% | 減碼 |
| Goldman Sachs Group Inc | 18,699 | $83.0 萬 | 0.00% | −2,172−10.4% | 減碼 |
| Credit Suisse AG | 18,527 | $82.3 萬 | 0.00% | +8,729+89.1% | 加碼 |
| Madrona Financial Services, LLC | 18,465 | $82.0 萬 | 0.32% | 00.0% | 不變 |
| Bank of America Corp | 16,683 | $74.1 萬 | 0.00% | +11,196+204.0% | 加碼 |
| Truist Financial Corp | 16,287 | $72.3 萬 | 0.00% | −1,178−6.7% | 減碼 |
| Ameriprise Financial Inc | 15,784 | $70.1 萬 | 0.00% | −2,400−13.2% | 減碼 |
| Rhumbline Advisers | 13,999 | $62.2 萬 | 0.00% | −127−0.9% | 減碼 |
| Janus Henderson Group PLC | 13,106 | $58.1 萬 | 0.00% | +920+7.5% | 加碼 |
| Intrust Bank NA | 12,996 | $57.7 萬 | 0.07% | +27+0.2% | 加碼 |
| California State Teachers Retirement System | 11,881 | $52.8 萬 | 0.00% | −475−3.8% | 減碼 |
| Citadel Advisors LLC | 11,556 | $51.3 萬 | 0.00% | +11,556 | 新進 |
| Rafferty Asset Management, LLC | 10,701 | $47.5 萬 | 0.00% | +4,373+69.1% | 加碼 |
| US Bancorp | 10,697 | $47.5 萬 | 0.00% | 00.0% | 不變 |
| PMC FIG Opportunities LLC | 10,000 | $44.4 萬 | 1.23% | −41,000−80.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 9,806 | $43.5 萬 | 0.00% | −306−3.0% | 減碼 |
| New York Life Investment Management LLC | 9,590 | $42.6 萬 | 0.00% | −282−2.9% | 減碼 |
| Advisor Group Holdings, Inc. | 9,472 | $42.1 萬 | 0.00% | +2,626+38.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 8,580 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| AQR Capital Management LLC | 8,023 | $35.6 萬 | 0.00% | −192−2.3% | 減碼 |
| Citigroup Inc | 7,967 | $35.4 萬 | 0.00% | +5,377+207.6% | 加碼 |
| Legal & General Group Plc | 7,893 | $35.1 萬 | 0.00% | −37−0.5% | 減碼 |
| Riverwater Partners LLC | 7,881 | $34.9 萬 | 0.27% | +153+2.0% | 加碼 |
| Parallel Advisors, LLC | 7,778 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| UBS Group AG | 7,645 | $34.0 萬 | 0.00% | +5,582+270.6% | 加碼 |
| Magnus Financial Group LLC | 7,127 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| Jane Street Group, LLC | 6,594 | $29.3 萬 | 0.00% | +6,594 | 新進 |
| Federated Hermes, Inc. | 6,562 | $29.1 萬 | 0.00% | −14,984−69.5% | 減碼 |
| Susquehanna International Group, LLP | 6,531 | $29.0 萬 | 0.00% | +6,531 | 新進 |
| Capital Advisors Wealth Management, LLC | 6,464 | $28.7 萬 | 0.07% | 00.0% | 不變 |
| HSBC Holdings PLC | 5,633 | $25.2 萬 | 0.00% | +5,633 | 新進 |
| Royal Bank of Canada | 5,620 | $25.0 萬 | 0.00% | +981+21.1% | 加碼 |
| MML Investors Services, LLC | 5,582 | $24.8 萬 | 0.00% | +5,582 | 新進 |
| Renaissance Technologies LLC | 5,474 | $24.3 萬 | 0.00% | −5,000−47.7% | 減碼 |
| MetLife Investment Management | 5,396 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 5,380 | $23.9 萬 | 0.00% | −22−0.4% | 減碼 |
| Captrust Financial Advisors | 5,364 | $23.8 萬 | 0.00% | −25−0.5% | 減碼 |
| Deutsche Bank AG | 5,311 | $23.6 萬 | 0.00% | −119−2.2% | 減碼 |
| New York State Common Retirement Fund | 5,273 | $23.4 萬 | 0.00% | +7+0.1% | 加碼 |
| Portside Wealth Group, LLC | 5,272 | $23.4 萬 | 0.04% | −1,092−17.2% | 減碼 |
| Raymond James & Associates | 5,041 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 5,033 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 4,876 | $21.7 萬 | 0.00% | +4,876 | 新進 |
| Voya Investment Management LLC | 4,869 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 4,005 | $17.8 萬 | 0.07% | 00.0% | 不變 |
| SG Americas Securities, LLC | 3,978 | $17.7 萬 | 0.00% | +1,489+59.8% | 加碼 |
| Wells Fargo & Company | 2,841 | $12.6 萬 | 0.00% | +639+29.0% | 加碼 |
| First Horizon Advisors, Inc. | 2,346 | $10.4 萬 | 0.00% | −150−6.0% | 減碼 |
| First Pacific Financial | 2,056 | $9.13 萬 | 0.03% | 00.0% | 不變 |