2026-09-28
AI summary pending
View Full Filing (SEC EDGAR)Coastal Financial Corp/wa
$42.02-2.2%
+$103.1M
Net Activity
+7.51% total shares
Institutions Holding
198
Popularity Rank
#3033
Avg Weight
0.25%
Total Value
$1.0B
Market Cap
$645.0M
198 institutions currently hold CCB, with 105 net buyers and 85 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
85
Net Buying Institutions
105
Top 5 by Value
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Across its top 20 institutional holders, CCB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 37/100).
CCB ranks #3033 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
CCB is a top-conviction position for JCSD Capital, LLC — at 16.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in CCB belongs to T. Rowe Price Investment Management, Inc., but the position matters far more to JCSD Capital, LLC, who has 16.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
SummerHaven Investment Management, LLC has added to its CCB position for two straight quarters, increasing it by $390.3K to reach $916.6K today.
Farther Finance Advisors, LLC has trimmed its CCB position for two straight quarters, cutting it by $98.1K while still holding $72.5K.
CCB is down 2.2% today, but institutions show net buying of $103.1M this quarter — a divergence between today's price move and the underlying institutional flow.
CCB closed its latest fiscal year with net income of $47.0M, and currently trades at a P/E of 13.7.
+$129.8M
Total Buy Value
$106.1M
Total Sell Value
105
Net Buyers
85
Net Sellers
CCB
Q2 2026
Top 5 Institutional Movers
-$25.2M
-$14.7M
+$13.0M
+$12.5M
CCB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$9K
Total Est. Value
226 shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Hamilton Brian T | 2026-08-03 | $9K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
6
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Coastal Financial Corp (Nasdaq: CCB) issued its second-quarter 2026 earnings release on July 30, 2026, covering the three months ended June 30, 2026. The company is also hosting an earnings call the same morning at 8:00 a.m. Eastern. This 8-K is essentially the formal notice that the results are out — the actual numbers live in the press release attached as Exhibit 99.1, which wasn't part of the excerpt we saw. It's a routine "furnished, not filed" earnings disclosure, meaning the material is provided for information rather than formally submitted under SEC filing requirements.
View Full Filing (SEC EDGAR)Coastal Financial Corporation (ticker: CCB) posted the slides it will use for upcoming investor meetings on July 30, 2026. The slides are available on the company's website and attached to this 8-K as Exhibit 99.1. This is a routine Regulation FD disclosure, meaning the materials are "furnished" but not "filed" with the SEC.
View Full Filing (SEC EDGAR)Coastal Financial Corp (ticker: CCB) announced on July 29, 2026 that board member Christopher D. Adams is stepping up from outside director to Executive Chair, effective the same day. The company signed a five-year employment agreement with him at a $750,000 base salary, subject to annual review. The board also named Thomas Lane as Lead Independent Director and amended the bylaws to define the roles of Executive Chair and Lead Independent Director.
View Full Filing (SEC EDGAR)Coastal Financial Corp (CCB) announced that CFO Brandon Soto will step down on August 15, 2026 to become CEO of a privately held fintech bank subsidiary. His departure is amicable. The company appointed former CFO Joel Edwards as interim CFO, effective the same day, with a monthly salary of $100,000. A search for a permanent CFO is underway.
View Full Filing (SEC EDGAR)Coastal Financial Corp (ticker: CCB) issued a press release on July 23, 2026, announcing that it will release its second quarter 2026 financial results before market open on Thursday, July 30, 2026, and will host an earnings call the same day at 8:00 a.m. ET. The press release is attached as Exhibit 99.1 to this 8-K filing.
View Full Filing (SEC EDGAR)19046P209
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,174
Total reported value
$671.0B
Held by 5174 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,106
Total reported value
$1.1T
Held by 5106 institutions — one of the most-tracked stocks on AlphaSMO
Access CCB's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CCBCLI
npx alphasmo stocks get CCB