COASTAL FINANCIAL CORP - Common Stock (CCB)

CUSIP: 19046P209

Q1 2024 13F Holders as of 31 Mar 2024

Holder snapshot 6 signals
Share change
+75,130
SEC-reported price per share
$38.87
Number of holders
117
Value change
+$1,925,991
Number of buys
54
Number of sells
55
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
15,034,241

Security key

19046P209

Report period

Q1 2024

Institutions

117

Top holders

10

Ownership snapshot

Top reported holders of CCB - COASTAL FINANCIAL CORP - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
T. Rowe Price Investment ...
Disclosed value leader
T. Rowe Price Investment ...
Comparable rows
15/15
Latest evidence
31 Dec 2023
13F Lead comparable stake: 5.7% Showing 1-6 of 15 holder rows.

Quick read

T. Rowe Price Investment Management, Inc. leads the comparable SEC ownership view at 5.7%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens T. Rowe Price Investment Management, Inc.'s linked filing trail.
Comparable ownership Top 5
T. Rowe Price Investment Manageme... 5.7%
BlackRock Finance, Inc. 5.5%
ENDEAVOUR CAPITAL ADVISORS INC 4.9%
VANGUARD GROUP INC 3.9%
MANUFACTURERS LIFE INSURANCE COMP... 3.5%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
T. Rowe Price Investment Management, Inc.
13F
Company
13F
5.7%
$38,102,000
857,959 shares
31 Dec 2023
BlackRock Finance, Inc.
13F
Company
13F
5.5%
$36,916,877
831,274 shares
31 Dec 2023
ENDEAVOUR CAPITAL ADVISORS INC
13F
Company
13F
4.9%
$33,036,510
743,898 shares
31 Dec 2023
VANGUARD GROUP INC
13F
Company
13F
3.9%
$26,335,529
593,009 shares
31 Dec 2023
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
Company
13F
3.5%
$23,636,645
532,237 shares
31 Dec 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
2.1%
$14,039,615
316,125 shares
31 Dec 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
117
Shares
7,923,881
Rows available
117
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2024 vs Q1 2024 Across Filers

Q1 2024 holders
117
Q1 2024 holders
117
Holder diff
0
Investor Q1 2024 Shares Q1 2024 Shares Share Diff Share Chg % Q1 2024 value Q1 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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