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 4 季 13F 持有人
Coastal Financial Corp 在 2024/12/31 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
- 170
- 較 2024 年第 3 季 +25 家
- 持有股數
- 1,018 萬
- 較 2024 年第 3 季 +176.4 萬 (+20.9%)
- 總市值
- $8.65 億
- 較 2024 年第 3 季 +$4.10 億 (+90.1%)
- 新進機構
- 42
- 另有 60 家加碼
- 清倉機構
- 17
- 另有 49 家減碼
另有 1 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $85 | 0.00% | +1 | 新進 |
| IFP Advisors, Inc | 0 | $340 | 0.00% | 0 | 新進 |
| GAMMA Investing LLC | 7 | $594 | 0.00% | +7 | 新進 |
| EverSource Wealth Advisors, LLC | 8 | $679 | 0.00% | +8 | 新進 |
| Nisa Investment Advisors, LLC | 9 | $764 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 11 | $934 | 0.00% | +11 | 新進 |
| Creekmur Asset Management LLC | 20 | $1,698 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 25 | $2,123 | 0.00% | +5+25.0% | 加碼 |
| Sterling Capital Management LLC | 32 | $2,717 | 0.00% | +20+166.7% | 加碼 |
| R Squared Ltd | 50 | $4,246 | 0.00% | +50 | 新進 |
| Covestor Ltd | 53 | $5,000 | 0.00% | +31+140.9% | 加碼 |
| Versant Capital Management, Inc | 79 | $6,708 | 0.00% | +79 | 新進 |
| Quantbot Technologies LP | 83 | $7,048 | 0.00% | −2,128−96.2% | 減碼 |
| Assetmark, Inc | 88 | $7,472 | 0.00% | −5−5.4% | 減碼 |
| SRS Capital Advisors, Inc. | 91 | $7,727 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 100 | $8,000 | 0.00% | +100 | 新進 |
| CWM, LLC | 107 | $9,000 | 0.00% | +16+17.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 103 | $9,000 | 0.00% | +20+24.1% | 加碼 |
| Umb Bank N A | 123 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 127 | $1.06 萬 | 0.00% | −3−2.3% | 減碼 |
| Russell Investments Group, Ltd. | 142 | $1.21 萬 | 0.00% | −28−16.5% | 減碼 |
| Massmutual Trust Co FSB | 165 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 202 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 204 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 255 | $2.17 萬 | 0.00% | +116+83.5% | 加碼 |
| Amalgamated Bank | 366 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 402 | $3.41 萬 | 0.00% | −4,630−92.0% | 減碼 |
| Point72 (DIFC) Ltd | 447 | $3.80 萬 | 0.00% | −126−22.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 718 | $6.10 萬 | 0.00% | +461+179.4% | 加碼 |
| Meeder Asset Management Inc | 755 | $6.41 萬 | 0.00% | +755 | 新進 |
| New York State Teachers Retirement System | 1,019 | $8.70 萬 | 0.00% | +1,019 | 新進 |
| Ameritas Investment Partners, Inc. | 1,076 | $9.14 萬 | 0.00% | 00.0% | 不變 |
| First Pacific Financial | 1,248 | $10.6 萬 | 0.02% | −808−39.3% | 減碼 |
| Shell Asset Management Co | 1,339 | $11.4 萬 | 0.00% | −62−4.4% | 減碼 |
| USA Financial Portformulas Corp | 1,441 | $12.2 萬 | 0.02% | +1,441 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $15.0 萬 | 0.00% | −1,314−42.6% | 減碼 |
| Ameriflex Group, Inc. | 1,929 | $17.2 萬 | 0.08% | +1,929 | 新進 |
| Cubist Systematic Strategies, LLC | 2,030 | $17.2 萬 | 0.00% | −9,617−82.6% | 減碼 |
| KLP Kapitalforvaltning AS | 2,100 | $17.8 萬 | 0.00% | +2,100 | 新進 |
| First Horizon Advisors, Inc. | 2,369 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 2,383 | $20.2 萬 | 0.00% | +2,383 | 新進 |
| Pictet Asset Management Holding SA | 2,518 | $21.4 萬 | 0.00% | +2,518 | 新進 |
| Mariner, LLC | 2,902 | $24.6 萬 | 0.00% | +2,902 | 新進 |
| Engineers Gate Manager LP | 3,038 | $25.8 萬 | 0.00% | +3,038 | 新進 |
| State Board of Administration of Florida Retirement System | 3,090 | $26.2 萬 | 0.00% | +3,090 | 新進 |
| Tradewinds Capital Management, LLC | 3,100 | $26.3 萬 | 0.07% | 00.0% | 不變 |
| ProShare Advisors LLC | 3,198 | $27.2 萬 | 0.00% | +3,198 | 新進 |
| Point72 Asset Management, L.P. | 3,300 | $28.0 萬 | 0.00% | −785−19.2% | 減碼 |
| Arizona State Retirement System | 3,320 | $28.2 萬 | 0.00% | +3,320 | 新進 |
| Painted Porch Advisors LLC | 3,500 | $29.7 萬 | 0.15% | +1,500+75.0% | 加碼 |
| Voya Investment Management LLC | 3,612 | $30.7 萬 | 0.00% | −636−15.0% | 減碼 |
| FMR LLC | 3,634 | $30.9 萬 | 0.00% | +2,318+176.1% | 加碼 |
| Norden Group LLC | 3,762 | $31.9 萬 | 0.04% | +3,762 | 新進 |
| Fiduciary Trust Co | 3,940 | $33.5 萬 | 0.00% | +3,940 | 新進 |
| FNY Investment Advisers, LLC | 4,000 | $33.9 萬 | 0.18% | +4,000 | 新進 |
| Toroso Investments, LLC | 4,032 | $34.2 萬 | 0.00% | +4,032 | 新進 |
| HSBC Holdings PLC | 4,250 | $35.5 萬 | 0.00% | −1,928−31.2% | 減碼 |
| New York State Common Retirement Fund | 4,270 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Corton Capital Inc. | 4,289 | $36.4 萬 | 0.21% | −6,198−59.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 4,404 | $37.4 萬 | 0.01% | +4,404 | 新進 |
| MML Investors Services, LLC | 4,488 | $38.1 萬 | 0.00% | +210+4.9% | 加碼 |
| Capital Advisors Wealth Management, LLC | 4,514 | $38.3 萬 | 0.07% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 4,763 | $40.4 萬 | 0.07% | +94+2.0% | 加碼 |
| Intech Investment Management LLC | 4,824 | $41.0 萬 | 0.00% | +4,824 | 新進 |
| Public Employees Retirement System of Ohio | 5,280 | $44.8 萬 | 0.00% | +5,280 | 新進 |
| Mesirow Financial Investment Management, Inc. | 5,372 | $45.6 萬 | 0.01% | +75+1.4% | 加碼 |
| Wells Fargo & Company | 5,418 | $46.0 萬 | 0.00% | +1,706+46.0% | 加碼 |
| Emerald Advisers, LLC | 5,455 | $46.3 萬 | 0.02% | +5,455 | 新進 |
| Magnus Financial Group LLC | 5,473 | $46.5 萬 | 0.04% | −271−4.7% | 減碼 |
| Corebridge Financial, Inc. | 5,645 | $47.9 萬 | 0.00% | −357−5.9% | 減碼 |
| Raymond James Financial Inc | 6,267 | $53.2 萬 | 0.00% | +6,267 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 6,459 | $54.8 萬 | 0.00% | +343+5.6% | 加碼 |
| SG Americas Securities, LLC | 6,517 | $55.3 萬 | 0.00% | +522+8.7% | 加碼 |
| MetLife Investment Management | 6,845 | $58.1 萬 | 0.00% | +764+12.6% | 加碼 |
| SEI Investments Co | 7,552 | $64.1 萬 | 0.00% | +7,552 | 新進 |
| Principal Financial Group Inc | 7,630 | $64.8 萬 | 0.00% | +653+9.4% | 加碼 |
| Royal Bank of Canada | 7,697 | $65.3 萬 | 0.00% | +2,174+39.4% | 加碼 |
| Creative Planning | 7,752 | $65.8 萬 | 0.00% | +2,239+40.6% | 加碼 |
| Parallel Advisors, LLC | 7,975 | $67.7 萬 | 0.02% | −30−0.4% | 減碼 |
| First Trust Advisors LP | 8,297 | $70.4 萬 | 0.00% | +156+1.9% | 加碼 |
| Susquehanna International Group, LLP | 8,379 | $71.1 萬 | 0.00% | +3,974+90.2% | 加碼 |
| Price T Rowe Associates Inc | 8,537 | $72.5 萬 | 0.00% | +8,537 | 新進 |
| Susquehanna Fundamental Investments, LLC | 8,850 | $75.1 萬 | 0.01% | +8,850 | 新進 |
| California State Teachers Retirement System | 10,659 | $90.5 萬 | 0.00% | −110−1.0% | 減碼 |
| Deutsche Bank AG | 10,806 | $91.8 萬 | 0.00% | +3,705+52.2% | 加碼 |
| US Bancorp | 10,931 | $92.8 萬 | 0.00% | +27+0.2% | 加碼 |
| Janus Henderson Group PLC | 11,229 | $95.4 萬 | 0.00% | −182−1.6% | 減碼 |
| Federated Hermes, Inc. | 11,333 | $96.2 萬 | 0.00% | +11,175+7,072.8% | 加碼 |
| Rafferty Asset Management, LLC | 11,342 | $96.3 萬 | 0.00% | +528+4.9% | 加碼 |
| Empowered Funds, LLC | 11,591 | $98.4 萬 | 0.01% | +507+4.6% | 加碼 |
| Legal & General Group Plc | 11,643 | $98.9 萬 | 0.00% | +1,505+14.8% | 加碼 |
| AQR Capital Management LLC | 12,629 | $107.2 萬 | 0.00% | +254+2.1% | 加碼 |
| Diversify Wealth Management, LLC | 14,083 | $112.2 萬 | 0.09% | −1,647−10.5% | 減碼 |
| Intrust Bank NA | 13,681 | $116.2 萬 | 0.12% | −434−3.1% | 減碼 |
| PDT Partners, LLC | 14,864 | $126.2 萬 | 0.11% | +2,819+23.4% | 加碼 |
| Rhumbline Advisers | 15,438 | $131.1 萬 | 0.00% | −35−0.2% | 減碼 |
| Citigroup Inc | 16,276 | $138.2 萬 | 0.00% | +2,569+18.7% | 加碼 |
| Bank of America Corp | 16,742 | $142.2 萬 | 0.00% | +1,478+9.7% | 加碼 |
| First Bank & Trust | 16,747 | $142.2 萬 | 0.27% | −2,565−13.3% | 減碼 |
| SummerHaven Investment Management, LLC | 16,977 | $144.2 萬 | 0.89% | 00.0% | 不變 |