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 3 季 13F 持有人
Coastal Financial Corp 在 2024/9/30 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
- 146
- 較 2024 年第 2 季 +23 家
- 持有股數
- 842.6 萬
- 較 2024 年第 2 季 +141.6 萬 (+20.2%)
- 總市值
- $4.55 億
- 較 2024 年第 2 季 +$1.32 億 (+40.7%)
- 新進機構
- 27
- 另有 51 家加碼
- 清倉機構
- 4
- 另有 45 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 9 | $486 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 12 | $648 | 0.00% | +12 | 新進 |
| Covestor Ltd | 22 | $1,000 | 0.00% | +1+4.8% | 加碼 |
| Creekmur Asset Management LLC | 20 | $1,080 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 20 | $1,080 | 0.00% | +10+100.0% | 加碼 |
| Capital Performance Advisors LLP | 46 | $2,484 | 0.00% | +46 | 新進 |
| Harbor Capital Advisors, Inc. | 83 | $4,000 | 0.00% | +83 | 新進 |
| SRS Capital Advisors, Inc. | 91 | $4,914 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 91 | $5,000 | 0.00% | +30+49.2% | 加碼 |
| Assetmark, Inc | 93 | $5,021 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 96 | $5,183 | 0.00% | −4,396−97.9% | 減碼 |
| Umb Bank N A | 123 | $6,641 | 0.00% | +123 | 新進 |
| Allworth Financial LP | 130 | $7,019 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 139 | $7,505 | 0.00% | +13+10.3% | 加碼 |
| Federated Hermes, Inc. | 158 | $8,530 | 0.00% | +111+236.2% | 加碼 |
| Massmutual Trust Co FSB | 165 | $8,908 | 0.00% | +102+161.9% | 加碼 |
| Russell Investments Group, Ltd. | 170 | $9,178 | 0.00% | +45+36.0% | 加碼 |
| Financial Network Wealth Advisors LLC | 175 | $9,448 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 202 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 204 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| IMA Wealth, Inc. | 207 | $1.12 萬 | 0.00% | +207 | 新進 |
| Tower Research Capital LLC (TRC) | 257 | $1.39 萬 | 0.00% | −1,116−81.3% | 減碼 |
| Amalgamated Bank | 366 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 401 | $2.10 萬 | 0.00% | +190+90.0% | 加碼 |
| Point72 (DIFC) Ltd | 573 | $3.09 萬 | 0.00% | +573 | 新進 |
| nVerses Capital, LLC | 800 | $4.32 萬 | 0.02% | +600+300.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,076 | $5.81 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1,316 | $7.11 萬 | 0.00% | +228+21.0% | 加碼 |
| Shell Asset Management Co | 1,401 | $7.60 萬 | 0.00% | +1,401 | 新進 |
| Painted Porch Advisors LLC | 2,000 | $10.8 萬 | 0.05% | +2,000 | 新進 |
| First Pacific Financial | 2,056 | $11.1 萬 | 0.03% | 00.0% | 不變 |
| Quantbot Technologies LP | 2,211 | $11.9 萬 | 0.00% | +2,211 | 新進 |
| First Horizon Advisors, Inc. | 2,369 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,081 | $16.6 萬 | 0.00% | +2,019+190.1% | 加碼 |
| Tradewinds Capital Management, LLC | 3,100 | $16.7 萬 | 0.04% | 00.0% | 不變 |
| Wells Fargo & Company | 3,712 | $20.0 萬 | 0.00% | +7+0.2% | 加碼 |
| Quest Partners LLC | 3,955 | $21.4 萬 | 0.02% | +3,955 | 新進 |
| Point72 Asset Management, L.P. | 4,085 | $22.1 萬 | 0.00% | +4,085 | 新進 |
| Voya Investment Management LLC | 4,248 | $22.9 萬 | 0.00% | +4,248 | 新進 |
| New York State Common Retirement Fund | 4,270 | $23.1 萬 | 0.00% | −1,000−19.0% | 減碼 |
| MML Investors Services, LLC | 4,278 | $23.1 萬 | 0.00% | −291−6.4% | 減碼 |
| Susquehanna International Group, LLP | 4,405 | $23.8 萬 | 0.00% | −13,277−75.1% | 減碼 |
| Capital Advisors Wealth Management, LLC | 4,514 | $24.4 萬 | 0.04% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 4,669 | $25.2 萬 | 0.04% | +166+3.7% | 加碼 |
| Raymond James & Associates | 4,958 | $26.8 萬 | 0.00% | −52−1.0% | 減碼 |
| Advisor Group Holdings, Inc. | 5,032 | $27.2 萬 | 0.00% | −105−2.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 5,297 | $28.6 萬 | 0.01% | +5,297 | 新進 |
| Victory Capital Management Inc | 5,478 | $29.6 萬 | 0.00% | +5,478 | 新進 |
| Creative Planning | 5,513 | $29.8 萬 | 0.00% | +5,513 | 新進 |
| Royal Bank of Canada | 5,523 | $29.8 萬 | 0.00% | −17−0.3% | 減碼 |
| Marshall Wace, LLP | 5,637 | $30.4 萬 | 0.00% | +5,637 | 新進 |
| Magnus Financial Group LLC | 5,744 | $31.0 萬 | 0.03% | 00.0% | 不變 |
| SG Americas Securities, LLC | 5,995 | $32.4 萬 | 0.00% | +5,995 | 新進 |
| Corebridge Financial, Inc. | 6,002 | $32.4 萬 | 0.00% | −38−0.6% | 減碼 |
| MetLife Investment Management | 6,081 | $32.8 萬 | 0.00% | −490−7.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 6,116 | $33.0 萬 | 0.00% | +1,235+25.3% | 加碼 |
| HSBC Holdings PLC | 6,178 | $33.8 萬 | 0.00% | −1,607−20.6% | 減碼 |
| Jump Financial, LLC | 6,604 | $35.7 萬 | 0.01% | +6,604 | 新進 |
| Principal Financial Group Inc | 6,977 | $37.7 萬 | 0.00% | +6,977 | 新進 |
| Deutsche Bank AG | 7,101 | $38.3 萬 | 0.00% | +1,803+34.0% | 加碼 |
| Parallel Advisors, LLC | 8,005 | $43.2 萬 | 0.01% | 00.0% | 不變 |
| First Trust Advisors LP | 8,141 | $44.0 萬 | 0.00% | −27,100−76.9% | 減碼 |
| UBS Group AG | 8,353 | $45.1 萬 | 0.00% | +696+9.1% | 加碼 |
| ExodusPoint Capital Management, LP | 8,553 | $46.2 萬 | 0.00% | +8,553 | 新進 |
| Arcus Capital Partners, LLC | 8,896 | $48.0 萬 | 0.17% | +700+8.5% | 加碼 |
| Royce & Associates LP | 10,000 | $54.0 萬 | 0.00% | +37+0.4% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 10,010 | $54.0 萬 | 0.03% | 00.0% | 不變 |
| Legal & General Group Plc | 10,138 | $54.7 萬 | 0.00% | +2,250+28.5% | 加碼 |
| Corton Capital Inc. | 10,487 | $56.6 萬 | 0.28% | −2,090−16.6% | 減碼 |
| California State Teachers Retirement System | 10,769 | $58.1 萬 | 0.00% | −254−2.3% | 減碼 |
| Rafferty Asset Management, LLC | 10,814 | $58.4 萬 | 0.00% | −5,012−31.7% | 減碼 |
| US Bancorp | 10,904 | $58.9 萬 | 0.00% | −164−1.5% | 減碼 |
| Empowered Funds, LLC | 11,084 | $59.8 萬 | 0.01% | +536+5.1% | 加碼 |
| Janus Henderson Group PLC | 11,411 | $61.6 萬 | 0.00% | −357−3.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 11,647 | $62.9 萬 | 0.01% | +11,647 | 新進 |
| Gsa Capital Partners LLP | 11,850 | $64.0 萬 | 0.05% | +857+7.8% | 加碼 |
| PDT Partners, LLC | 12,045 | $65.0 萬 | 0.06% | +12,045 | 新進 |
| AQR Capital Management LLC | 12,375 | $66.8 萬 | 0.00% | +691+5.9% | 加碼 |
| UBS Asset Management Americas Inc | 12,603 | $68.0 萬 | 0.00% | −3,504−21.8% | 減碼 |
| Jane Street Group, LLC | 13,472 | $72.7 萬 | 0.00% | −2,642−16.4% | 減碼 |
| Pacific Ridge Capital Partners, LLC | 13,555 | $73.2 萬 | 0.17% | +13,555 | 新進 |
| Citigroup Inc | 13,707 | $74.0 萬 | 0.00% | +1,994+17.0% | 加碼 |
| Intrust Bank NA | 14,115 | $76.2 萬 | 0.08% | −267−1.9% | 減碼 |
| Bank of America Corp | 15,264 | $82.4 萬 | 0.00% | −10−0.1% | 減碼 |
| Rhumbline Advisers | 15,473 | $83.5 萬 | 0.00% | −508−3.2% | 減碼 |
| SummerHaven Investment Management, LLC | 16,977 | $91.7 萬 | 0.56% | +16,977 | 新進 |
| Diversify Wealth Management, LLC | 15,730 | $94.3 萬 | 0.09% | −1,322−7.8% | 減碼 |
| Bridgeway Capital Management, LLC | 17,584 | $94.9 萬 | 0.02% | +536+3.1% | 加碼 |
| Madrona Financial Services, LLC | 18,465 | $99.7 萬 | 0.28% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 18,888 | $102.0 萬 | 0.11% | +18,888 | 新進 |
| Truist Financial Corp | 19,221 | $103.8 萬 | 0.00% | −202−1.0% | 減碼 |
| First Bank & Trust | 19,312 | $104.3 萬 | 0.20% | −2,202−10.2% | 減碼 |
| Quent Capital, LLC | 19,889 | $107.4 萬 | 0.11% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 20,715 | $111.8 萬 | 0.00% | −247−1.2% | 減碼 |
| Two Sigma Advisers, LP | 22,100 | $119.3 萬 | 0.00% | −2,800−11.2% | 減碼 |
| Swiss National Bank | 22,265 | $120.2 萬 | 0.00% | 00.0% | 不變 |
| TownSquare Capital, LLC | 24,175 | $130.5 萬 | 0.02% | −1,666−6.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 25,049 | $135.2 萬 | 0.00% | +20,685+474.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 26,430 | $142.7 萬 | 0.00% | +18,320+225.9% | 加碼 |
| Two Sigma Investments, LP | 29,187 | $157.6 萬 | 0.00% | +8,183+39.0% | 加碼 |