COASTAL FINL CORP WA (CCB) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling CCB?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for COASTAL FINL CORP WA, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on CCB?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for COASTAL FINL CORP WA.

Is institutional money flowing into CCB?

108 institutional investors hold COASTAL FINL CORP WA (CCB). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CCB?

Track institutional sentiment and conviction scores for COASTAL FINL CORP WA (CCB) including Smart Money Verdict and position changes on HoldingsIntel.

COASTAL FINL CORP WA

CCB·19046P209·US·equity·Financial Services - Banks - Regional-13D/G

CCB (COASTAL FINL CORP WA) is held by 108 institutional investors as of Q4 2025. Largest holders: BlackRock, Inc. ($112.9M), VANGUARD GROUP INC ($89.9M), AMERICAN CENTURY COMPANIES INC ($61.9M). Net institutional sentiment: Mixed.

108

Holders

Avg rating(8 Elite)

$923.2M

Total Value

53% (112)

Fund Consensus

51 buying - 45 selling

Smart Money Verdict- Q4 2025View all

39Weak MomentumSplit Signals

Held by 108 funds

8 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 26, 2026

Insider

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	984,825(+1.8%)	$112.9M	0.0%	-10.84%	31
VANGUARD GROUP INC	Increased	784,230(+2.4%)	$89.9M	0.0%	+25.10%	31
AMERICAN CENTURY COMPANIES INC	Increased	540,469(+5.9%)	$61.9M	0.0%	-8.73%	31
WELLINGTON MANAGEMENT GROUP LLP	Decreased	466,867(-4.0%)	$53.5M	0.0%	-8.82%	0
STATE STREET CORP	Decreased	442,827(-1.1%)	$50.7M	0.0%	+27.59%	0
FMR LLC	Increased	370,033(+12.9%)	$42.4M	0.0%	-27.92%	33
DRIEHAUS CAPITAL MANAGEMENT LLC	Decreased	344,364(-3.4%)	$39.5M	0.3%	-22.61%	0
WESTWOOD HOLDINGS GROUP INC	Decreased	337,040(-5.0%)	$38.6M	0.3%	-13.86%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	334,147(-4.1%)	$38.3M	0.0%	+91.10%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	333,208(-3.9%)	$38.2M	0.0%	+201.30%	0
LOOMIS SAYLES & CO L P	Increased	330,230(+43.9%)	$37.8M	0.0%	-33.61%	39
GEODE CAPITAL MANAGEMENT, LLC	Increased	325,897(+3.0%)	$37.4M	0.0%	+77.66%	30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	162,186(-3.9%)	$18.6M	0.0%	-28.63%	0
D.A. DAVIDSON & CO.	Unchanged	125,539	$14.4M	0.1%	-33.98%	0
ROYCE & ASSOCIATES LP	Increased	123,852(+5.0%)	$14.2M	0.1%	-13.43%	35
UBS Group AG	Decreased	121,760(-26.7%)	$14M	0.0%	-25.90%	0
ALLIANCEBERNSTEIN L.P.	Decreased	119,238(-2.6%)	$13.7M	0.0%	+153.67%	0
STATE OF WISCONSIN INVESTMENT BOARD	Increased	110,795(+7.3%)	$12.7M	0.0%	+25.46%	30
Brevan Howard Capital Management LP	New	110,000	$12.6M	0.1%	-32.73%	46
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	107,255(-1.0%)	$12.3M	0.0%	+49.13%	0
NORTHERN TRUST CORP	Decreased	106,652(-5.5%)	$12.2M	0.0%	+163.27%	0
MORGAN STANLEY	Increased	101,301(+219.9%)	$11.6M	0.0%	-19.59%	45
SILVERCREST ASSET MANAGEMENT GROUP LLC	Unchanged	85,723	$9.8M	0.1%	-26.74%	0
Nuveen, LLC	Decreased	77,174(-1.1%)	$8.8M	0.0%	-14.70%	0
Invesco Ltd.	Decreased	75,974(-1.3%)	$8.7M	0.0%	+21.22%	0
STIFEL FINANCIAL CORP	Increased	59,654(+0.2%)	$6.8M	0.0%	+294.13%	27
GOLDMAN SACHS GROUP INC	Decreased	57,810(-37.4%)	$6.6M	0.0%	-15.63%	0
BANK OF AMERICA CORP /DE/	Decreased	50,612(-22.9%)	$5.8M	0.0%	-21.18%	0
Russell Investments Group, Ltd.	Increased	48,570(+4.5%)	$5.6M	0.0%	-33.66%	28
Orion Porfolio Solutions, LLC	Decreased	46,209(-3.1%)	$5.3M	0.0%	+140.94%	0
FIRST TRUST ADVISORS LP	Decreased	43,759(-26.1%)	$5M	0.0%	-17.07%	0
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	40,177	$4.6M	0.0%	-32.73%	37
Bank of New York Mellon Corp	Decreased	35,868(-5.5%)	$4.1M	0.0%	+108.43%	0
PRINCIPAL FINANCIAL GROUP INC	Decreased	35,668(-23.8%)	$4.1M	0.0%	-17.16%	0
SEI INVESTMENTS CO	Increased	35,317(+38.5%)	$4M	0.0%	-22.59%	35
FRANKLIN RESOURCES INC	Decreased	34,685(-5.7%)	$4M	0.0%	+94.60%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	33,042(-6.8%)	$3.8M	0.0%	+129.03%	0
VICTORY CAPITAL MANAGEMENT INC	Increased	29,422(+0.1%)	$3.4M	0.0%	-33.98%	26
Swiss National Bank	Increased	26,765(+2.3%)	$3.1M	0.0%	+41.22%	27
BARCLAYS PLC	Increased	25,781(+29.8%)	$3M	0.0%	+10.01%	33
Focus Partners Wealth	Decreased	23,842(-1.4%)	$2.7M	0.0%	-33.98%	0
FEDERATED HERMES, INC.	Increased	20,963(+87.9%)	$2.4M	0.0%	-22.21%	41
NEW YORK STATE COMMON RETIREMENT FUND	Increased	17,856(+318.2%)	$2M	0.0%	-15.26%	42
BNP PARIBAS FINANCIAL MARKETS	Increased	17,489(+80.5%)	$2M	0.0%	-24.83%	40
GREAT LAKES ADVISORS, LLC	Decreased	16,334(-30.1%)	$1.9M	0.0%	-14.70%	0
NOMURA HOLDINGS INC	Increased	16,125(+31.1%)	$1.8M	0.0%	-28.59%	33
RHUMBLINE ADVISERS	Decreased	16,089(-14.6%)	$1.8M	0.0%	+96.35%	0
Rafferty Asset Management, LLC	Decreased	15,909(-26.8%)	$1.8M	0.0%	+7.06%	0
TRUIST FINANCIAL CORP	Increased	15,855(+13.1%)	$1.8M	0.0%	+78.21%	29
WELLS FARGO & COMPANY/MN	Increased	14,133(+78.3%)	$1.6M	0.0%	-15.05%	39
CITIGROUP INC	Decreased	14,113(-6.9%)	$1.6M	0.0%	-10.82%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	13,081(+4.0%)	$1.5M	0.0%	+46.92%	27
Legal & General Group Plc	Decreased	12,566(-13.8%)	$1.4M	0.0%	+31.40%	0
AMERIPRISE FINANCIAL INC	New	12,388	$1.4M	0.0%	-32.73%	35
Creative Planning	Decreased	12,094(-11.4%)	$1.4M	0.0%	-3.51%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Unchanged	11,961	$1.4M	0.0%	-13.07%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	11,375(+12.0%)	$1.3M	0.0%	-11.62%	28
US BANCORP \DE\	Unchanged	10,931	$1.3M	0.0%	+70.96%	0
Point72 Asset Management, L.P.	New	10,813	$1.2M	0.0%	-32.73%	35
DEUTSCHE BANK AG\	Increased	10,421(+6.1%)	$1.2M	0.0%	+26.01%	27
RAYMOND JAMES FINANCIAL INC	Increased	7,310(+2.8%)	$837,653	0.0%	-13.16%	25
MetLife Investment Management, LLC	Decreased	7,307(-5.4%)	$837,309	0.0%	+53.22%	0
Jain Global LLC	New	7,204	$825,506	0.0%	-32.73%	34
AQR CAPITAL MANAGEMENT LLC	Decreased	7,073(-9.5%)	$810,497	0.0%	+50.72%	0
Tidal Investments LLC	Increased	6,765(+16.1%)	$775,201	0.0%	-33.81%	29
JANUS HENDERSON GROUP PLC	Decreased	6,160(-85.5%)	$704,920	0.0%	-28.58%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	6,012(+0.3%)	$688,915	0.0%	+39.88%	25
JPMORGAN CHASE & CO	Decreased	5,764(-0.9%)	$660,496	0.0%	-10.65%	0
LPL Financial LLC	Increased	5,044(+32.4%)	$577,992	0.0%	-27.17%	31
INTECH INVESTMENT MANAGEMENT LLC	Unchanged	5,002	$573,179	0.0%	-12.03%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	4,703(+0.0%)	$555,095	0.0%	-33.98%	24
ROYAL BANK OF CANADA	Increased	4,844(+8.3%)	$555,000	0.0%	-12.55%	26
TWO SIGMA INVESTMENTS, LP	Decreased	4,058(-79.4%)	$465,006	0.0%	+8.85%	0
XTX Topco Ltd	New	3,937	$451,141	0.0%	-32.73%	33
Arizona State Retirement System	Decreased	3,775(-5.3%)	$432,577	0.0%	-11.68%	0
Pathstone Holdings, LLC	New	3,461	$396,584	0.0%	-32.73%	33
Police & Firemen's Retirement System of New Jersey	Decreased	3,371(-9.1%)	$386,283	0.0%	-18.61%	0
MML INVESTORS SERVICES, LLC	Increased	3,247(+16.1%)	$372,074	0.0%	+38.18%	27
MARSHALL WACE, LLP	New	3,200	$366,688	0.0%	-32.73%	33
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	3,071	$351,906	0.0%	-10.33%	0
Amundi	Decreased	2,946(-17.4%)	$337,582	0.0%	-22.86%	0
CITADEL ADVISORS LLC	New	2,920	$334,603	0.0%	-32.73%	33
KLP KAPITALFORVALTNING AS	Increased	2,900(+7.4%)	$332,311	0.0%	-15.13%	25
Farther Finance Advisors, LLC	Increased	2,889(+222.4%)	$331,051	0.0%	-32.71%	38
BALYASNY ASSET MANAGEMENT L.P.	Increased	2,567(+16.1%)	$294,153	0.0%	-24.67%	27
Pictet Asset Management Holding SA	Increased	2,456(+24.7%)	$281,433	0.0%	-33.74%	29
VOYA INVESTMENT MANAGEMENT LLC	Unchanged	2,405	$275,589	0.0%	+32.63%	0
ProShare Advisors LLC	Increased	2,360(+7.0%)	$270,433	0.0%	-12.25%	25
Quantinno Capital Management LP	New	2,252	$258,057	0.0%	-32.73%	32
Verition Fund Management LLC	Decreased	2,100(-70.6%)	$240,639	0.0%	-27.96%	0
Jefferies Financial Group Inc.	New	2,045	$234,337	0.0%	-32.73%	32
TWO SIGMA ADVISERS, LP	Decreased	2,000(-46.0%)	$229,180	0.0%	+70.24%	0
Sanctuary Advisors, LLC	New	1,852	$212,221	0.0%	-32.73%	32
Zurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	1,767	$202,481	0.0%	+64.03%	0
OSAIC HOLDINGS, INC.	Increased	772(+43.5%)	$88,460	0.0%	-4.71%	29
NewEdge Advisors, LLC	Unchanged	202	$23,147	0.0%	+73.61%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	189(-2.6%)	$21,657	0.0%	-33.98%	0
Allworth Financial LP	Decreased	154(-1.3%)	$17,647	0.0%	+62.19%	0
Eurizon Capital SGR S.p.A.	New	110	$12,605	0.0%	-32.73%	27
PRICE T ROWE ASSOCIATES INC /MD/	Increased	105,734(+0.3%)	$12,117	0.0%	-32.33%	18
NISA INVESTMENT ADVISORS, LLC	Decreased	103(-25.9%)	$11,803	0.0%	-20.15%	0
JONES FINANCIAL COMPANIES LLLP	New	96	$11,001	0.0%	-32.73%	26
LOS ANGELES CAPITAL MANAGEMENT LLC	New	80	$8,354	0.0%	-32.73%	25
ASSETMARK, INC	Unchanged	55	$6,302	0.0%	+67.10%	0
COMERICA BANK	Decreased	38(-2.6%)	$4,331	0.0%	-21.47%	0
Optiver Holding B.V.	Decreased	14(-85.4%)	$1,604	0.0%	-33.98%	0
BNP Paribas Asset Management Holding S.A.	New	186	$21	0.0%	-32.73%	17
Virtu Financial LLC	Exited	0(-100.0%)	$533	0.0%	-1.86%	0
JACOBS LEVY EQUITY MANAGEMENT, INC	Exited	0(-100.0%)	$1.7M	0.0%	+208.10%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$2.2M	0.0%	-1.86%	0
NOMURA ASSET MANAGEMENT CO LTD	Unchanged	0	$0	0.0%	-14.70%	0
MACQUARIE GROUP LTD	Exited	0(-100.0%)	$4.4M	0.0%	+22.40%	0

COASTAL FINL CORP WA

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