COASTAL FINL CORP WA (CCB) is held by 105 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling CCB?

In Q1 2026, 55 institutions opened or increased positions in COASTAL FINL CORP WA while 57 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on CCB?

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

How many hedge funds hold CCB?

105 institutional investors report holding COASTAL FINL CORP WA (CCB) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CCB?

As of Q1 2026, tracked institutions in COASTAL FINL CORP WA show 55 buyers versus 57 sellers — net outflows.

COASTAL FINL CORP WA

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

105

Holders

Avg rating(25 Elite)

$619.7M

Total Value

49% (122)

Fund Consensus

55 buying - 57 selling

Smart Money Verdict

View all

Held by 105 funds

25 elite

Who's Trading

InsiderHTHamilton Brian TSell $500KJun 2, 2026

InsiderLDLane Thomas DSell $22KMay 8, 2026

InsiderSASarvela Elizabeth AnnTax 68 shMay 4, 2026

InsiderHTHamilton Brian TTax 230 shMay 1, 2026

InsiderHTHamilton Brian TSell $232KMay 1, 2026

Activist

The Vanguard Group0.0%Mar 26, 2026

InsiderHTHamilton Brian TSell $11KMar 3, 2026

InsiderEGEDWARDS JOEL GSell $145KJan 26, 2026

InsiderSMSprink Eric MSell $464KJan 22, 2026

InsiderSMSprink Eric MSell $960KJan 21, 2026

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	973,859(-1.1%)	$74.1M	0.0%	-9.25%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	562,222	$42.8M	0.0%	+1.78%	40
STATE STREET CORP	Increased	554,958(+25.3%)	$42.2M	0.0%	+23.00%	36
WELLINGTON MANAGEMENT GROUP LLP	Decreased	447,432(-4.2%)	$34M	0.0%	-7.20%	0
AMERICAN CENTURY COMPANIES INC	Decreased	418,674(-22.5%)	$31.9M	0.0%	-7.11%	0
FMR LLC	Increased	370,756(+0.2%)	$28.2M	0.0%	-26.60%	29
DIMENSIONAL FUND ADVISORS LP	Increased	359,571(+7.6%)	$27.4M	0.0%	+82.73%	31
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Increased	337,819(+1.4%)	$25.7M	0.0%	+198.45%	29
WESTWOOD HOLDINGS GROUP INC	Decreased	331,360(-1.7%)	$25.2M	0.2%	-12.33%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	319,525(-2.0%)	$24.3M	0.0%	+80.82%	0
LOOMIS SAYLES & CO L P	Decreased	304,788(-7.7%)	$23.2M	0.0%	-32.43%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	268,689(+65.7%)	$20.4M	0.0%	-18.06%	42
ALLIANCEBERNSTEIN L.P.	Decreased	115,031(-3.5%)	$13.2M	0.0%	+158.17%	0
UBS Group AG	Increased	159,712(+31.2%)	$12.2M	0.0%	-19.64%	35
Brevan Howard Capital Management LP	Increased	130,000(+18.2%)	$9.9M	0.1%	-27.91%	32
D.A. DAVIDSON & CO.	Unchanged	125,539	$9.6M	0.1%	-32.81%	0
NORTHERN TRUST CORP	Increased	108,390(+1.6%)	$8.2M	0.0%	+161.11%	28
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	107,726(+0.4%)	$8.2M	0.0%	+51.46%	27
MILLENNIUM MANAGEMENT LLC	New	101,185	$7.7M	0.0%	+1.78%	38
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	99,255	$7.6M	0.0%	+1.78%	38