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。
2025 年第 1 季 13F 持有人
Coastal Financial Corp 在 2025/3/31 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
- 177
- 較 2024 年第 4 季 +8 家
- 持有股數
- 1,091 萬
- 較 2024 年第 4 季 +82.4 萬 (+8.2%)
- 總市值
- $9.88 億
- 較 2024 年第 4 季 +$1.31 億 (+15.3%)
- 新進機構
- 25
- 另有 68 家加碼
- 清倉機構
- 17
- 另有 64 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $90 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 5 | $453 | 0.00% | +5 | 新進 |
| Comerica Bank | 9 | $812 | 0.00% | +9 | 新進 |
| Nisa Investment Advisors, LLC | 9 | $814 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 10 | $906 | 0.00% | +10 | 新進 |
| Harbor Capital Advisors, Inc. | 27 | $2,000 | 0.00% | −76−73.8% | 減碼 |
| Covestor Ltd | 27 | $2,000 | 0.00% | −26−49.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 23 | $2,079 | 0.00% | +15+187.5% | 加碼 |
| Sterling Capital Management LLC | 25 | $2,260 | 0.00% | −7−21.9% | 減碼 |
| Rothschild Investment LLC | 35 | $3,164 | 0.00% | +10+40.0% | 加碼 |
| GAMMA Investing LLC | 39 | $3,526 | 0.00% | +32+457.1% | 加碼 |
| Signaturefd, LLC | 40 | $3,616 | 0.00% | +29+263.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 55 | $4,973 | 0.00% | +55 | 新進 |
| Rossby Financial, LCC | 57 | $5,021 | 0.00% | +57 | 新進 |
| Assetmark, Inc | 77 | $6,962 | 0.00% | −11−12.5% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 85 | $8,392 | 0.00% | +85 | 新進 |
| Umb Bank N A | 123 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 140 | $1.24 萬 | 0.00% | +13+10.2% | 加碼 |
| Massmutual Trust Co FSB | 162 | $1.46 萬 | 0.00% | −3−1.8% | 減碼 |
| Versant Capital Management, Inc | 178 | $1.61 萬 | 0.00% | +99+125.3% | 加碼 |
| CWM, LLC | 187 | $1.70 萬 | 0.00% | +80+74.8% | 加碼 |
| GWM Advisors LLC | 202 | $1.83 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 203 | $1.84 萬 | 0.00% | −515−71.7% | 減碼 |
| IMA Wealth, Inc. | 207 | $1.87 萬 | 0.00% | +207 | 新進 |
| Lindbrook Capital, LLC | 208 | $1.88 萬 | 0.00% | +4+2.0% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 230 | $2.08 萬 | 0.00% | +230 | 新進 |
| Russell Investments Group, Ltd. | 251 | $2.27 萬 | 0.00% | +109+76.8% | 加碼 |
| Quadrant Capital Group LLC | 293 | $2.65 萬 | 0.00% | +38+14.9% | 加碼 |
| Amalgamated Bank | 431 | $3.90 萬 | 0.00% | +65+17.8% | 加碼 |
| Advisor Group Holdings, Inc. | 664 | $6.00 萬 | 0.00% | +262+65.2% | 加碼 |
| New York State Teachers Retirement System | 1,019 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| First Pacific Financial | 1,248 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 1,254 | $11.3 萬 | 0.02% | −187−13.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,266 | $11.4 萬 | 0.00% | +190+17.7% | 加碼 |
| Shell Asset Management Co | 1,330 | $12.0 萬 | 0.01% | −9−0.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,844 | $16.7 萬 | 0.00% | +1,844 | 新進 |
| Point72 (DIFC) Ltd | 1,867 | $16.9 萬 | 0.02% | +1,420+317.7% | 加碼 |
| Ameriflex Group, Inc. | 1,929 | $17.4 萬 | 0.07% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,058 | $18.6 萬 | 0.01% | −311−13.1% | 減碼 |
| Quest Partners LLC | 2,079 | $18.8 萬 | 0.02% | +2,079 | 新進 |
| KLP Kapitalforvaltning AS | 2,100 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 2,270 | $20.5 萬 | 0.00% | −18,491−89.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 2,300 | $20.8 萬 | 0.00% | +2,300 | 新進 |
| Atria Investments LLC | 2,405 | $21.7 萬 | 0.00% | +2,405 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 2,701 | $24.4 萬 | 0.00% | +318+13.3% | 加碼 |
| ProShare Advisors LLC | 2,708 | $24.5 萬 | 0.00% | −490−15.3% | 減碼 |
| CIBC World Markets Corp | 2,777 | $25.1 萬 | 0.00% | +2,777 | 新進 |
| Mariner, LLC | 2,911 | $26.3 萬 | 0.00% | +9+0.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 3,090 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 3,100 | $28.0 萬 | 0.08% | 00.0% | 不變 |
| Voya Investment Management LLC | 3,228 | $29.2 萬 | 0.00% | −384−10.6% | 減碼 |
| Norden Group LLC | 3,345 | $30.2 萬 | 0.03% | −417−11.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 3,500 | $31.6 萬 | 0.01% | −904−20.5% | 減碼 |
| Painted Porch Advisors LLC | 3,500 | $31.6 萬 | 0.13% | 00.0% | 不變 |
| MML Investors Services, LLC | 3,630 | $32.8 萬 | 0.00% | −858−19.1% | 減碼 |
| Portside Wealth Group, LLC | 3,666 | $33.1 萬 | 0.05% | −1,097−23.0% | 減碼 |
| Fiduciary Trust Co | 3,826 | $34.6 萬 | 0.00% | −114−2.9% | 減碼 |
| Arizona State Retirement System | 3,844 | $34.8 萬 | 0.00% | +524+15.8% | 加碼 |
| New York State Common Retirement Fund | 4,270 | $38.6 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 4,434 | $40.1 萬 | 0.00% | −20,091−81.9% | 減碼 |
| Capital Advisors Wealth Management, LLC | 4,514 | $40.8 萬 | 0.07% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 4,600 | $41.5 萬 | 0.25% | +600+15.0% | 加碼 |
| Magnus Financial Group LLC | 4,668 | $42.2 萬 | 0.04% | −805−14.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 5,372 | $42.7 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 5,978 | $54.0 萬 | 0.01% | −1,997−25.0% | 減碼 |
| Wells Fargo & Company | 6,103 | $55.2 萬 | 0.00% | +685+12.6% | 加碼 |
| Corebridge Financial, Inc. | 6,132 | $55.4 萬 | 0.00% | +487+8.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 6,255 | $56.6 萬 | 0.01% | +4,225+208.1% | 加碼 |
| Raymond James Financial Inc | 6,267 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 6,301 | $57.0 萬 | 0.03% | +6,301 | 新進 |
| SG Americas Securities, LLC | 6,350 | $57.4 萬 | 0.00% | −167−2.6% | 減碼 |
| JPMorgan Chase & Co | 6,495 | $58.7 萬 | 0.00% | −114,974−94.7% | 減碼 |
| Royal Bank of Canada | 7,197 | $65.1 萬 | 0.00% | −500−6.5% | 減碼 |
| Emerald Advisers, LLC | 7,242 | $65.5 萬 | 0.03% | +1,787+32.8% | 加碼 |
| MetLife Investment Management | 7,272 | $65.7 萬 | 0.00% | +427+6.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 7,436 | $67.2 萬 | 0.00% | +977+15.1% | 加碼 |
| Los Angeles Capital Management LLC | 7,534 | $68.1 萬 | 0.00% | −21,303−73.9% | 減碼 |
| Intech Investment Management LLC | 7,747 | $70.0 萬 | 0.01% | +2,923+60.6% | 加碼 |
| Quantbot Technologies LP | 8,476 | $76.6 萬 | 0.02% | +8,393+10,112.0% | 加碼 |
| Verition Fund Management LLC | 8,579 | $77.6 萬 | 0.00% | +8,579 | 新進 |
| SummitTX Capital, L.P. | 8,630 | $78.0 萬 | 0.03% | +8,630 | 新進 |
| First Trust Advisors LP | 9,077 | $82.1 萬 | 0.00% | +780+9.4% | 加碼 |
| Price T Rowe Associates Inc | 9,398 | $85.0 萬 | 0.00% | +861+10.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 9,559 | $86.4 萬 | 0.01% | +709+8.0% | 加碼 |
| Deutsche Bank AG | 9,866 | $89.2 萬 | 0.00% | −940−8.7% | 減碼 |
| Creative Planning | 9,884 | $89.4 萬 | 0.00% | +2,132+27.5% | 加碼 |
| Dark Forest Capital Management LP | 10,147 | $91.7 萬 | 0.04% | +10,147 | 新進 |
| Diversify Wealth Management, LLC | 10,808 | $94.2 萬 | 0.07% | −3,275−23.3% | 減碼 |
| ExodusPoint Capital Management, LP | 10,445 | $94.4 萬 | 0.01% | −39,201−79.0% | 減碼 |
| California State Teachers Retirement System | 10,659 | $96.4 萬 | 0.00% | 00.0% | 不變 |
| Janus Henderson Group PLC | 11,172 | $101.0 萬 | 0.00% | −57−0.5% | 減碼 |
| Federated Hermes, Inc. | 11,205 | $101.3 萬 | 0.00% | −128−1.1% | 減碼 |
| Legal & General Group Plc | 11,315 | $102.3 萬 | 0.00% | −328−2.8% | 減碼 |
| US Bancorp | 11,831 | $107.0 萬 | 0.00% | +900+8.2% | 加碼 |
| Empowered Funds, LLC | 12,439 | $112.5 萬 | 0.02% | +848+7.3% | 加碼 |
| Intrust Bank NA | 12,557 | $113.5 萬 | 0.11% | −1,124−8.2% | 減碼 |
| Arcus Capital Partners, LLC | 12,619 | $114.1 萬 | 0.46% | +12,619 | 新進 |
| AQR Capital Management LLC | 13,102 | $118.5 萬 | 0.00% | +473+3.7% | 加碼 |
| EJF Capital LLC | 13,218 | $119.5 萬 | 0.76% | −6,942−34.4% | 減碼 |