DOSSIER · 13F Holders · Q1 2026
CCB

COASTAL FINL CORP WA

199 institutions still hold COASTAL FINL CORP WA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19046P209·199 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$658M
visible holders
Holders
199
filers reporting
Concentration
14.75%
T. Rowe Price Investment Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

199 institutions reported CCB in Q1 2026. T. Rowe Price Investment Management, Inc. leads at 14.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$97M1.3M0.07%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$74M974K0.00%Q1 2026
03
Azora Capital LP
CIK 0001700272
$50M659K3.30%Q1 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$43M562K0.00%Q1 2026
05
STATE STREET CORP
CIK 0000093751
$42M555K0.00%Q1 2026
06
COOPER CREEK PARTNERS MANAGEMENT LLC
CIK 0001512162
$34M450K1.17%Q1 2026
07
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$34M447K0.01%Q1 2026
08
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$32M419K0.02%Q1 2026
09
FMR LLC
CIK 0000315066
$28M371K0.00%Q1 2026
10
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$27M360K0.01%Q1 2026
11
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$26M338K0.02%Q1 2026
12
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$25M331K0.18%Q1 2026
13
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$24M320K0.00%Q1 2026
14
LOOMIS SAYLES & CO L P
CIK 0000312348
$23M305K0.03%Q1 2026
15
ENDEAVOUR CAPITAL ADVISORS INC
CIK 0001218749
$21M274K4.72%Q1 2026
16
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$20M269K0.00%Q1 2026
17
EMERALD ADVISERS, LLC
CIK 0001015083
$17M221K0.53%Q1 2026
18
GW&K Investment Management, LLC
CIK 0001082917
$14M182K0.12%Q1 2026
19
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$13M115K0.00%Q1 2026
20
Orion Portfolio Solutions, LLC
CIK 0001802647
$12M142K0.06%Q1 2025
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Insiders at COASTAL FINL CORP WA
Hamilton Brian TUnger PamelaTisdel Gregory APatterson Michael RobertLane Thomas DKlee StephanHovde Steven DDelorier Rilla S