# COASTAL FINL CORP WA (CCB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CCB/

- Reporting holders: 6
- Reported value: $111.5K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $72.5K | 1,815 | 0.0% | 6 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $26.2K | 655 | 0.0% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $5.2K | 130 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $5.0K | 126 | 0.0% | 11 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $1.3K | 33 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.3K | 33 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $111.5K |
| Q2 2026 | 197 | $1.1B |
| Q1 2026 | 182 | $1.0B |
| Q4 2025 | 210 | $1.5B |
| Q3 2025 | 187 | $1.3B |
| Q2 2025 | 176 | $1.1B |
| Q1 2025 | 178 | $996.8M |
| Q4 2024 | 170 | $865.1M |
| Q3 2024 | 146 | $461.6M |
| Q2 2024 | 125 | $378.8M |
| Q1 2024 | 119 | $314.8M |
| Q4 2023 | 117 | $363.3M |