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。
2024 年第 1 季 13F 持有人
Coastal Financial Corp 在 2024/3/31 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
- 119
- 較 2023 年第 4 季 +6 家
- 持有股數
- 792.2 萬
- 較 2023 年第 4 季 +9.57 萬 (+1.2%)
- 總市值
- $3.08 億
- 較 2023 年第 4 季 −$3,934 萬 (−11.3%)
- 新進機構
- 19
- 另有 41 家加碼
- 清倉機構
- 13
- 另有 41 家減碼
另有 3 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 870,281 | $3,383 萬 | 0.02% | +12,322+1.4% | 加碼 |
| BlackRock Inc. | 846,839 | $3,292 萬 | 0.00% | +15,565+1.9% | 加碼 |
| Endeavour Capital Advisors Inc | 750,685 | $2,918 萬 | 10.09% | +6,787+0.9% | 加碼 |
| Vanguard Group Inc | 598,601 | $2,327 萬 | 0.00% | +5,592+0.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 384,020 | $1,493 萬 | 0.01% | −148,217−27.8% | 減碼 |
| Dimensional Fund Advisors LP | 339,344 | $1,319 萬 | 0.00% | +23,219+7.3% | 加碼 |
| State Street Corp | 286,638 | $1,114 萬 | 0.00% | +957+0.3% | 加碼 |
| GW&K Investment Management, LLC | 284,054 | $1,104 萬 | 0.10% | −5,050−1.7% | 減碼 |
| Kennedy Capital Management, Inc. | 275,383 | $1,070 萬 | 0.22% | +8,230+3.1% | 加碼 |
| Geode Capital Management, LLC | 268,266 | $1,043 萬 | 0.00% | +10,361+4.0% | 加碼 |
| Alliancebernstein L.P. | 217,820 | $846.7 萬 | 0.00% | 00.0% | 不變 |
| Jacobs Asset Management, LLC | 184,722 | $718.0 萬 | 5.50% | +112,922+157.3% | 加碼 |
| Advisors Capital Management, LLC | 157,911 | $613.8 萬 | 0.11% | +13,879+9.6% | 加碼 |
| Boothbay Fund Management, LLC | 119,896 | $466.0 萬 | 0.14% | +59,896+99.8% | 加碼 |
| American Century Companies Inc | 114,513 | $445.1 萬 | 0.00% | +33,899+42.1% | 加碼 |
| Northern Trust Corp | 111,403 | $433.0 萬 | 0.00% | −2,533−2.2% | 減碼 |
| JPMorgan Chase & Co | 102,235 | $397.4 萬 | 0.00% | +3,840+3.9% | 加碼 |
| Mendon Capital Advisors Corp | 100,000 | $388.7 萬 | 2.25% | −20,000−16.7% | 減碼 |
| RMB Capital Management, LLC | 100,000 | $388.7 萬 | 0.09% | −20,000−16.7% | 減碼 |
| Millennium Management LLC | 98,250 | $381.9 萬 | 0.00% | +78,476+396.9% | 加碼 |
| Brinker Capital Investments, LLC | 97,637 | $379.5 萬 | 0.04% | −2,267−2.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 97,637 | $379.5 萬 | 0.04% | −2,267−2.3% | 減碼 |
| EJF Capital LLC | 84,309 | $327.7 萬 | 2.28% | −31,381−27.1% | 減碼 |
| PMC FIG Opportunities LLC | 70,104 | $272.5 萬 | 4.09% | +60,104+601.0% | 加碼 |
| State of Wisconsin Investment Board | 67,758 | $263.4 萬 | 0.01% | +9,686+16.7% | 加碼 |
| Stifel Financial Corp | 66,000 | $256.5 萬 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 59,290 | $230.5 萬 | 0.00% | +54,257+1,078.0% | 加碼 |
| Punch & Associates Investment Management, Inc. | 56,700 | $220.4 萬 | 0.13% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 56,105 | $218.1 萬 | 0.00% | −2,146−3.7% | 減碼 |
| Stieven Capital Advisors, L.P. | 55,413 | $215.4 萬 | 0.45% | +100+0.2% | 加碼 |
| Bank of New York Mellon Corp | 43,741 | $170.0 萬 | 0.00% | −2,413−5.2% | 減碼 |
| Wellington Management Group LLP | 39,120 | $152.1 萬 | 0.00% | −8,829−18.4% | 減碼 |
| First Trust Advisors LP | 37,062 | $144.1 萬 | 0.00% | +569+1.6% | 加碼 |
| Cox Capital Mgt LLC | 36,010 | $140.0 萬 | 0.86% | +556+1.6% | 加碼 |
| Los Angeles Capital Management LLC | 35,435 | $137.7 萬 | 0.00% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 34,933 | $135.8 萬 | 0.00% | 00.0% | 不變 |
| Morgan Stanley | 32,552 | $126.5 萬 | 0.00% | −5,215−13.8% | 減碼 |
| Two Sigma Advisers, LP | 32,100 | $124.8 萬 | 0.00% | +900+2.9% | 加碼 |
| Citadel Advisors LLC | 30,761 | $119.6 萬 | 0.00% | +19,205+166.2% | 加碼 |
| Charles Schwab Investment Management Inc | 29,633 | $115.2 萬 | 0.00% | −784−2.6% | 減碼 |
| Two Sigma Investments, LP | 27,944 | $108.6 萬 | 0.00% | +2,234+8.7% | 加碼 |
| TownSquare Capital, LLC | 26,981 | $104.9 萬 | 0.02% | −5,745−17.6% | 減碼 |
| Barclays PLC | 25,945 | $100.8 萬 | 0.00% | −5,759−18.2% | 減碼 |
| Goldman Sachs Group Inc | 25,835 | $100.4 萬 | 0.00% | +7,136+38.2% | 加碼 |
| Invesco Ltd. | 24,858 | $96.6 萬 | 0.00% | −60,079−70.7% | 減碼 |
| Jacobs Levy Equity Management, Inc | 23,115 | $89.8 萬 | 0.00% | −21−0.1% | 減碼 |
| Swiss National Bank | 22,265 | $86.5 萬 | 0.00% | 00.0% | 不變 |
| First Bank & Trust | 21,767 | $84.6 萬 | 0.17% | +761+3.6% | 加碼 |
| Tudor Investment Corp Et Al | 20,862 | $81.1 萬 | 0.01% | −1,425−6.4% | 減碼 |
| Quent Capital, LLC | 19,889 | $77.3 萬 | 0.09% | 00.0% | 不變 |
| Credit Suisse AG | 18,888 | $73.4 萬 | 0.00% | +361+1.9% | 加碼 |
| Madrona Financial Services, LLC | 18,465 | $71.8 萬 | 0.25% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 18,699 | $71.4 萬 | 0.04% | +18,699 | 新進 |
| Truist Financial Corp | 16,252 | $63.2 萬 | 0.00% | −35−0.2% | 減碼 |
| Ameriprise Financial Inc | 15,354 | $59.7 萬 | 0.00% | −430−2.7% | 減碼 |
| Rhumbline Advisers | 14,446 | $56.2 萬 | 0.00% | +447+3.2% | 加碼 |
| Intrust Bank NA | 13,362 | $51.9 萬 | 0.06% | +366+2.8% | 加碼 |
| UBS Group AG | 12,761 | $49.6 萬 | 0.00% | +5,116+66.9% | 加碼 |
| Janus Henderson Group PLC | 12,350 | $48.0 萬 | 0.00% | −756−5.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 11,572 | $45.0 萬 | 0.00% | +1,766+18.0% | 加碼 |
| California State Teachers Retirement System | 11,253 | $43.7 萬 | 0.00% | −628−5.3% | 減碼 |
| Bank of America Corp | 10,844 | $42.2 萬 | 0.00% | −5,839−35.0% | 減碼 |
| US Bancorp | 10,697 | $41.6 萬 | 0.00% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 10,283 | $40.0 萬 | 0.00% | −418−3.9% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 10,010 | $38.9 萬 | 0.02% | −16,300−62.0% | 減碼 |
| AQR Capital Management LLC | 9,772 | $38.0 萬 | 0.00% | +1,749+21.8% | 加碼 |
| New York Life Investment Management LLC | 9,669 | $37.6 萬 | 0.00% | +79+0.8% | 加碼 |
| Exchange Traded Concepts, LLC | 9,618 | $37.4 萬 | 0.01% | +9,618 | 新進 |
| Citigroup Inc | 9,204 | $35.8 萬 | 0.00% | +1,237+15.5% | 加碼 |
| ExodusPoint Capital Management, LP | 9,117 | $35.4 萬 | 0.00% | +9,117 | 新進 |
| HSBC Holdings PLC | 8,471 | $32.9 萬 | 0.00% | +2,838+50.4% | 加碼 |
| Jane Street Group, LLC | 8,140 | $31.6 萬 | 0.00% | +1,546+23.4% | 加碼 |
| Jump Financial, LLC | 7,988 | $31.0 萬 | 0.01% | +7,988 | 新進 |
| Legal & General Group Plc | 7,866 | $30.6 萬 | 0.00% | −27−0.3% | 減碼 |
| Parallel Advisors, LLC | 7,778 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Riverwater Partners LLC | 7,771 | $30.2 萬 | 0.22% | −110−1.4% | 減碼 |
| XTX Topco Ltd | 6,884 | $26.8 萬 | 0.04% | +6,884 | 新進 |
| Sherbrooke Park Advisers LLC | 6,856 | $26.6 萬 | 0.05% | +6,856 | 新進 |
| HRT Financial LP | 6,731 | $26.1 萬 | 0.00% | +6,731 | 新進 |
| Bridgeway Capital Management, LLC | 6,500 | $25.3 萬 | 0.01% | +6,500 | 新進 |
| Capital Advisors Wealth Management, LLC | 5,964 | $23.2 萬 | 0.05% | −500−7.7% | 減碼 |
| Magnus Financial Group LLC | 5,744 | $22.3 萬 | 0.03% | −1,383−19.4% | 減碼 |
| Deutsche Bank AG | 5,675 | $22.1 萬 | 0.00% | +364+6.9% | 加碼 |
| MML Investors Services, LLC | 5,502 | $21.4 萬 | 0.00% | −80−1.4% | 減碼 |
| MetLife Investment Management | 5,396 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 5,335 | $20.7 萬 | 0.00% | −45−0.8% | 減碼 |
| Quadrature Capital Ltd | 5,326 | $20.7 萬 | 0.00% | +5,326 | 新進 |
| Cubist Systematic Strategies, LLC | 5,279 | $20.5 萬 | 0.00% | +5,279 | 新進 |
| New York State Common Retirement Fund | 5,270 | $20.5 萬 | 0.00% | −3−0.1% | 減碼 |
| Advisor Group Holdings, Inc. | 5,266 | $20.5 萬 | 0.00% | −4,206−44.4% | 減碼 |
| Wells Fargo & Company | 3,274 | $12.7 萬 | 0.00% | +433+15.2% | 加碼 |
| Royal Bank of Canada | 3,261 | $12.7 萬 | 0.00% | −2,359−42.0% | 減碼 |
| Tradewinds Capital Management, LLC | 3,100 | $12.0 萬 | 0.03% | −905−22.6% | 減碼 |
| First Horizon Advisors, Inc. | 2,346 | $9.12 萬 | 0.00% | 00.0% | 不變 |
| First Pacific Financial | 2,056 | $7.99 萬 | 0.02% | 00.0% | 不變 |
| Shell Asset Management Co | 1,475 | $6.80 萬 | 0.00% | −104−6.6% | 減碼 |
| Aquatic Capital Management LLC | 1,700 | $6.61 萬 | 0.00% | +600+54.5% | 加碼 |
| EntryPoint Capital, LLC | 1,663 | $6.46 萬 | 0.06% | +1,439+642.4% | 加碼 |
| FRG Family Wealth Advisors LLC | 1,450 | $5.61 萬 | 0.01% | +1,450 | 新進 |
| Ameritas Investment Partners, Inc. | 1,076 | $4.18 萬 | 0.00% | 00.0% | 不變 |