Coastal Financial Corporation (CCB)

About Coastal Financial Corporation

Coastal Financial Corp is a bank holding company. Through its subsidiaries, the company conducts its business in three reportable segments which include, Community Bank, CCBX, and Treasury and Administration. The Community Bank segment includes all community banking activities, with a primary focus on providing various banking products and services to consumers and small to medium-sized businesses. The CCBX segment provides Banking as a Service (BaaS) that allows its broker dealers and digital financial service partners to offer their customers banking services, and the Treasury and administration segment includes treasury management, overall administration, and all other aspects of the company.

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 186 institutions reported holding CCB, with 12.8 million shares worth $992.3 million in aggregate. The largest reported holder was T. Rowe Price, with 1.4 million shares worth $111.9 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions