Filing Research | CCB - COASTAL FINL CORP WA Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	JCSD Capital, LLC	Shares	145.1KSH	$11.2M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	132.8KSH	$10.3M
3	D.A. DAVIDSON & CO.	Shares	112.0KSH	$8.7M
4	Cox Capital Mgt LLC	Shares	20.0KSH	$1.5M
5	Y-Intercept (Hong Kong) Ltd	Shares	15.4KSH	$1.2M
6	First Bank & Trust	Shares	12.0KSH	$931.0K
7	SummerHaven Investment Management, LLC	Shares	6.9KSH	$536.1K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.8KSH	$378.4K
9	Madrona Financial Services, LLC	Shares	4.9KSH	$377.1K
10	Capital Advisors Wealth Management, LLC	Shares	4.5KSH	$349.9K
11	Police & Firemen's Retirement System of New Jersey	Shares	4.0KSH	$307.7K
12	Magnus Financial Group LLC	Shares	3.2KSH	$244.3K
13	Tradewinds Capital Management, LLC	Shares	3.1KSH	$240.3K
14	Kings Path Partners LLC	Shares	3.0KSH	$234.5K
15	Farther Finance Advisors, LLC	Shares	2.2KSH	$168.0K
16	First Pacific Financial	Shares	1.1KSH	$87.6K
17	Curated Wealth Partners LLC	Shares	65.0KSH	$74.6K
18	FIRST HORIZON CORP	Shares	644SH	$49.9K
19	Versant Capital Management, Inc	Shares	167SH	$12.9K
20	MassMutual Private Wealth & Trust, FSB	Shares	126SH	$9.8K
21	EverSource Wealth Advisors, LLC	Shares	82SH	$6.4K
22	ATWOOD & PALMER INC	Shares	33SH	$2.6K
23	Crewe Advisors LLC	Shares	27SH	$2.1K
24	CoreCap Advisors, LLC	Shares	9SH	$698
25	Physician Wealth Advisors, Inc.	Shares	9SH	$698
26	State of Alaska, Department of Revenue	Shares	2.9KSH	$221
27	SBI Securities Co., Ltd.	Shares	2SH	$155
28	TFC Financial Management, Inc.	Shares	1SH	$78

Manager changes2026-06-30 vs 2026-03-31

29 / 29 loaded

#		Instrument
1	JCSD Capital, LLC added	Shares	+5.0K	+$585.1K	$11.2M
2	Curated Wealth Partners LLC new	Shares	+65.0K	+$74.6K	$74.6K
3	First Bank & Trust added	Shares	+630	+$64.9K	$931.0K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+599	+$51.2K	$307.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+140	+$14.8K	$378.4K
6	SummerHaven Investment Management, LLC unchanged	Shares	0	+$9.8K	$536.1K
7	Madrona Financial Services, LLC unchanged	Shares	0	+$6.9K	$377.1K
8	Capital Advisors Wealth Management, LLC unchanged	Shares	0	+$6.4K	$349.9K
9	EverSource Wealth Advisors, LLC added	Shares	+62	+$4.8K	$6.4K
10	Magnus Financial Group LLC unchanged	Shares	0	+$4.4K	$244.3K
11	Tradewinds Capital Management, LLC unchanged	Shares	0	+$4.4K	$240.3K
12	Crewe Advisors LLC new	Shares	+27	+$2.1K	$2.1K
13	First Pacific Financial unchanged	Shares	0	+$1.6K	$87.6K
14	CoreCap Advisors, LLC new	Shares	+9	+$698	$698
15	Physician Wealth Advisors, Inc. new	Shares	+9	+$698	$698
16	SBI Securities Co., Ltd. new	Shares	+2	+$155	$155
17	TFC Financial Management, Inc. new	Shares	+1	+$78	$78
18	ATWOOD & PALMER INC unchanged	Shares	0	+$46	$2.6K
19	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$221
20	Hughes Financial Services, LLC exited	Shares	-3	-$228	$0
21	Farther Finance Advisors, LLC trimmed	Shares	-50	-$2.7K	$168.0K
22	Cox Capital Mgt LLC trimmed	Shares	-469	-$7.5K	$1.5M
23	Versant Capital Management, Inc trimmed	Shares	-102	-$7.5K	$12.9K
24	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-114	-$8.5K	$9.8K
25	FIRST HORIZON CORP trimmed	Shares	-195	-$13.9K	$49.9K
26	Kings Path Partners LLC unchanged	Shares	0	-$112.2K	$234.5K
27	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-6.8K	-$328.5K	$10.3M
28	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-9.3K	-$687.8K	$1.2M
29	D.A. DAVIDSON & CO. trimmed	Shares	-13.5K	-$869.6K	$8.7M