CCB

Coastal Financial Corp Wa

Latest period2026 - Q2Total superinvestors10

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 10 superinvestors own shares of Coastal Financial Corp Wa (CCB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Coastal Financial Corp Wa (CCB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Coastal Financial Corp Wa (CCB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Coastal Financial Corp Wa (CCB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Richard A. Ward@Curated Wealth Partners Llc
Recent Activity
New Position
0.01%
$74,641
65,000 shares@ 1.15 avg price
William J Cox@Cox Capital Mgt Llc
Recent Activity
Decreased -2.29%
0.87%
$1.549M
19,982 shares@ 77.52 avg price
Amy C Hui@Y-intercept (hong Kong) Ltd
Recent Activity
Decreased -37.64%
0.03%
$1.197M
15,444 shares@ 77.51 avg price
Marc Venekamp@First Bank & Trust
Recent Activity
Increased 5.54%
0.14%
$931,050
12,012 shares@ 77.51 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
0.02%
$244,312
3,152 shares@ 77.52 avg price
Tim Monaco@Kings Path Partners Llc
Recent Activity
0.07%
$234,468
3,025 shares@ 77.52 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Decreased -37.91%
0.01%
$12,944
167 shares@ 77.51 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Decreased -47.5%
0.01%
$9,766
126 shares@ 77.51 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
0.01%
$2,558
33 shares@ 77.52 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
New Position
0.01%
$698
9 shares@ 77.56 avg price

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