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 2 季 13F 持有人
Coastal Financial Corp 在 2025/6/30 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
- 177
- 較 2025 年第 1 季 +2 家
- 持有股數
- 1,119 萬
- 較 2025 年第 1 季 +34.1 萬 (+3.1%)
- 總市值
- $10.8 億
- 較 2025 年第 1 季 +$1.02 億 (+10.4%)
- 新進機構
- 20
- 另有 61 家加碼
- 清倉機構
- 18
- 另有 67 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | 新進 |
| SBI Securities Co., Ltd. | 1 | $97 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 2 | $194 | 0.00% | +2 | 新進 |
| True Wealth Design, LLC | 3 | $291 | 0.00% | +3 | 新進 |
| Parkside Financial Bank & Trust | 5 | $485 | 0.00% | −5−50.0% | 減碼 |
| Caitong International Asset Management Co., Ltd | 6 | $581 | 0.00% | +6 | 新進 |
| MAI Capital Management | 10 | $969 | 0.00% | +10 | 新進 |
| Signaturefd, LLC | 18 | $1,744 | 0.00% | −22−55.0% | 減碼 |
| Covestor Ltd | 24 | $2,000 | 0.00% | −3−11.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 27 | $3,000 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 31 | $3,003 | 0.00% | +6+24.0% | 加碼 |
| GAMMA Investing LLC | 34 | $3,294 | 0.00% | −5−12.8% | 減碼 |
| Rothschild Investment LLC | 35 | $3,390 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 38 | $3,661 | 0.00% | +29+322.2% | 加碼 |
| Rossby Financial, LCC | 57 | $5,522 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 62 | $6,006 | 0.00% | −15−19.5% | 減碼 |
| IFP Advisors, Inc | 0 | $7,653 | 0.00% | 0 | 新進 |
| Farther Finance Advisors, LLC | 122 | $1.18 萬 | 0.00% | +122 | 新進 |
| Umb Bank N A | 123 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132 | $1.30 萬 | 0.00% | +132 | 新進 |
| Nisa Investment Advisors, LLC | 139 | $1.35 萬 | 0.00% | +130+1,444.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 140 | $1.36 萬 | 0.00% | +117+508.7% | 加碼 |
| Allworth Financial LP | 149 | $1.44 萬 | 0.00% | +9+6.4% | 加碼 |
| CWM, LLC | 153 | $1.50 萬 | 0.00% | −34−18.2% | 減碼 |
| Massmutual Trust Co FSB | 162 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 178 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 202 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| IMA Wealth, Inc. | 207 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| University of Texas/Texas Am Investment Managment Co | 230 | $2.23 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 431 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 446 | $4.32 萬 | 0.00% | −218−32.8% | 減碼 |
| Global Retirement Partners, LLC | 565 | $5.47 萬 | 0.00% | +565 | 新進 |
| Russell Investments Group, Ltd. | 827 | $8.01 萬 | 0.00% | +576+229.5% | 加碼 |
| New York State Teachers Retirement System | 1,019 | $9.90 萬 | 0.00% | 00.0% | 不變 |
| First Pacific Financial | 1,130 | $10.9 萬 | 0.02% | −118−9.5% | 減碼 |
| Shell Asset Management Co | 1,199 | $11.6 萬 | 0.00% | −131−9.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,262 | $12.2 萬 | 0.00% | +1,059+521.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,266 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,400 | $13.6 萬 | 0.00% | +1,400 | 新進 |
| Skopos Labs, Inc. | 1,612 | $15.6 萬 | 0.02% | +1,612 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,767 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Point72 (DIFC) Ltd | 1,844 | $17.9 萬 | 0.01% | −23−1.2% | 減碼 |
| Ameriflex Group, Inc. | 1,929 | $18.7 萬 | 0.10% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 2,000 | $19.3 萬 | 0.08% | −2,600−56.5% | 減碼 |
| First Horizon Advisors, Inc. | 2,045 | $19.8 萬 | 0.01% | −13−0.6% | 減碼 |
| Norden Group LLC | 2,133 | $20.7 萬 | 0.02% | −1,212−36.2% | 減碼 |
| Quest Partners LLC | 2,139 | $20.7 萬 | 0.02% | +60+2.9% | 加碼 |
| Balyasny Asset Management LLC | 2,155 | $20.9 萬 | 0.00% | +2,155 | 新進 |
| Atria Investments LLC | 2,198 | $21.3 萬 | 0.00% | −207−8.6% | 減碼 |
| CacheTech Inc. | 2,204 | $21.4 萬 | 0.04% | +2,204 | 新進 |
| Dark Forest Capital Management LP | 2,406 | $23.3 萬 | 0.01% | −7,741−76.3% | 減碼 |
| Verition Fund Management LLC | 2,642 | $25.6 萬 | 0.00% | −5,937−69.2% | 減碼 |
| ProShare Advisors LLC | 2,646 | $25.6 萬 | 0.00% | −62−2.3% | 減碼 |
| KLP Kapitalforvaltning AS | 2,700 | $26.2 萬 | 0.00% | +600+28.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 2,701 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 3,090 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 3,100 | $30.0 萬 | 0.08% | 00.0% | 不變 |
| LPL Financial LLC | 3,113 | $30.2 萬 | 0.00% | +3,113 | 新進 |
| Ashton Thomas Private Wealth, LLC | 3,142 | $30.4 萬 | 0.01% | −358−10.2% | 減碼 |
| MML Investors Services, LLC | 3,161 | $30.6 萬 | 0.00% | −469−12.9% | 減碼 |
| Fiduciary Trust Co | 3,337 | $32.3 萬 | 0.00% | −489−12.8% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 3,354 | $32.5 萬 | 0.01% | −6,205−64.9% | 減碼 |
| Jump Financial, LLC | 3,400 | $32.9 萬 | 0.00% | +3,400 | 新進 |
| Millennium Management LLC | 3,431 | $33.2 萬 | 0.00% | +3,431 | 新進 |
| Painted Porch Advisors LLC | 3,500 | $33.9 萬 | 0.14% | 00.0% | 不變 |
| TownSquare Capital, LLC | 3,546 | $34.4 萬 | 0.03% | −13,471−79.2% | 減碼 |
| Voya Investment Management LLC | 3,625 | $35.1 萬 | 0.00% | +397+12.3% | 加碼 |
| Amundi | 3,565 | $36.6 萬 | 0.00% | +3,565 | 新進 |
| Arizona State Retirement System | 3,930 | $38.1 萬 | 0.00% | +86+2.2% | 加碼 |
| New York State Common Retirement Fund | 4,270 | $41.4 萬 | 0.00% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 4,505 | $43.6 萬 | 0.06% | +839+22.9% | 加碼 |
| Capital Advisors Wealth Management, LLC | 4,514 | $43.7 萬 | 0.07% | 00.0% | 不變 |
| Magnus Financial Group LLC | 4,668 | $45.2 萬 | 0.04% | 00.0% | 不變 |
| Janus Henderson Group PLC | 4,946 | $48.0 萬 | 0.00% | −6,226−55.7% | 減碼 |
| XTX Topco Ltd | 5,852 | $56.7 萬 | 0.02% | −449−7.1% | 減碼 |
| Parallel Advisors, LLC | 5,978 | $57.9 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 6,644 | $64.4 萬 | 0.00% | +149+2.3% | 加碼 |
| Wells Fargo & Company | 6,705 | $65.0 萬 | 0.00% | +602+9.9% | 加碼 |
| Royal Bank of Canada | 6,865 | $66.5 萬 | 0.00% | −332−4.6% | 減碼 |
| Intech Investment Management LLC | 7,055 | $68.3 萬 | 0.01% | −692−8.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 7,071 | $68.5 萬 | 0.00% | −365−4.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 7,141 | $69.2 萬 | 0.00% | +4,871+214.6% | 加碼 |
| AQR Capital Management LLC | 7,241 | $70.1 萬 | 0.00% | −5,861−44.7% | 減碼 |
| Raymond James Financial Inc | 7,372 | $71.4 萬 | 0.00% | +1,105+17.6% | 加碼 |
| Emerald Advisers, LLC | 7,421 | $71.9 萬 | 0.03% | +179+2.5% | 加碼 |
| MetLife Investment Management | 7,725 | $74.8 萬 | 0.00% | +453+6.2% | 加碼 |
| Nomura Holdings Inc | 7,947 | $77.0 萬 | 0.01% | +7,947 | 新進 |
| Diversify Wealth Management, LLC | 8,345 | $85.9 萬 | 0.05% | −2,463−22.8% | 減碼 |
| Deutsche Bank AG | 8,874 | $86.0 萬 | 0.00% | −992−10.1% | 減碼 |
| Two Sigma Advisers, LP | 9,100 | $88.2 萬 | 0.00% | −6,900−43.1% | 減碼 |
| Citadel Advisors LLC | 9,413 | $91.2 萬 | 0.00% | +4,979+112.3% | 加碼 |
| Quantbot Technologies LP | 9,535 | $92.4 萬 | 0.02% | +1,059+12.5% | 加碼 |
| Price T Rowe Associates Inc | 10,337 | $100.2 萬 | 0.00% | +939+10.0% | 加碼 |
| California State Teachers Retirement System | 10,659 | $103.3 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 10,741 | $104.0 萬 | 0.00% | +4,391+69.1% | 加碼 |
| Federated Hermes, Inc. | 11,159 | $108.1 萬 | 0.00% | −46−0.4% | 減碼 |
| Creative Planning | 11,466 | $111.1 萬 | 0.00% | +1,582+16.0% | 加碼 |
| Intrust Bank NA | 11,574 | $112.1 萬 | 0.10% | −983−7.8% | 減碼 |
| US Bancorp | 11,750 | $113.8 萬 | 0.00% | −81−0.7% | 減碼 |
| Arcus Capital Partners, LLC | 12,672 | $122.8 萬 | 0.53% | +53+0.4% | 加碼 |