13FBOX
COASTAL FINL CORP WA · 13F Institutional Holdings
Options Calculator Rankings
C

COASTAL FINL CORP WA

CCB
Institutions
196
Combined AUM (Q2 2026)
$997.3M
Combined Shares (Q2 2026)
12.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
107 · 37 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.3M
81 · 19 Exit · ≈
⚖️ Net
-71,799
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$997.3M
Institutions
196
New Buys
37
Adds
70
Reduces
62
Exits
19
Unchanged
27
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
T. Rowe Price Investment Management, Inc.
0.07%0.07%#31$104.9M1.4M$97.0M1.3M+78,559+6.16%Add
BlackRock, Inc.
<0.01%<0.01%#110$85.4M1.1M$74.1M973,859+128,313+13.18%Add
STATE STREET CORP
<0.01%<0.01%#106$45.2M582,971$42.2M554,958+28,013+5.05%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#118$44.5M573,584$42.8M562,222+11,362+2.02%Add
COOPER CREEK PARTNERS MANAGEMENT LLC
0.86%1.17%#11$36.2M467,511$34.3M450,134+17,377+3.86%Add
Azora Capital LP
1.49%3.3%#9$35.4M457,333$50.1M658,617-201,284-30.56%Reduce
ENDEAVOUR CAPITAL ADVISORS INC
6.84%4.72%#2$33.3M429,702$20.8M273,602+156,100+57.05%Add
AMERICAN CENTURY COMPANIES INC
0.01%0.02%#56$32.6M420,240$31.9M418,674+1,566+0.37%Add
FMR LLC
<0.01%<0.01%#109$29.4M378,992$28.2M370,756+8,236+2.22%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#72$28.9M372,280$27.4M359,571+12,709+3.53%Add
WELLINGTON MANAGEMENT GROUP LLP
<0.01%0.01%#76$28.0M360,919$34.0M447,432-86,513-19.34%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#102$26.4M341,127$24.3M319,525+21,602+6.76%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.02%0.02%#53$26.0M335,662$25.7M337,819-2,157-0.64%Reduce
LOOMIS SAYLES & CO L P
0.03%0.03%#48$22.0M284,468$23.2M304,788-20,320-6.67%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#91$18.5M238,224$5.5M71,884+166,340+231.40%Add
EMERALD ADVISERS, LLC
0.39%0.53%#17$16.8M216,333$16.8M221,182-4,849-2.19%Reduce
GW&K Investment Management, LLC
0.11%0.12%#26$13.5M174,198$13.8M181,988-7,790-4.28%Reduce
KENNEDY CAPITAL MANAGEMENT LLC
0.23%0.26%#21$13.0M168,282$12.1M158,763+9,519+6.00%Add
EMERALD MUTUAL FUND ADVISERS TRUST
0.43%0.58%#16$12.1M156,664$11.9M156,66400.00%Unchanged
Stieven Capital Advisors, L.P.
2.3%1.8%#6$12.1M155,771$8.4M110,571+45,200+40.88%Add
UBS Group AG
<0.01%<0.01%#101$11.7M151,313$12.2M159,712-8,399-5.26%Reduce
JCSD Capital, LLC
16.39%11.28%#1$11.2M145,140$10.7M140,140+5,000+3.57%Add
Ranger Investment Management, L.P.
0.68%0.83%#13$10.8M138,897$11.5M151,099-12,202-8.08%Reduce
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#80$10.8M141,331$13.2M115,031+26,300+22.86%Add
Advisors Capital Management, LLC
0.11%0.12%#25$10.4M133,584$9.9M130,004+3,580+2.75%Add
PEREGRINE CAPITAL MANAGEMENT LLC
0.33%0.39%#19$10.3M132,829$10.6M139,607-6,778-4.86%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#115$9.1M116,898$8.2M108,390+8,508+7.85%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#124$9.0M116,105$6.5M85,788+30,317+35.34%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#142$8.7M112,455$7.6M99,255+13,200+13.30%Add
D.A. DAVIDSON & CO.
0.05%0.06%#42$8.7M112,036$9.6M125,539-13,503-10.76%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#113$8.5M110,026$8.2M107,726+2,300+2.14%Add
Brevan Howard Capital Management LP
0.05%0.09%#41$8.1M105,002$9.9M130,000-24,998-19.23%Reduce
JACOBS ASSET MANAGEMENT, LLC
4.95%4.06%#3$7.9M101,486$6.8M89,146+12,340+13.84%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#99$7.3M93,762$6.9M90,773+2,989+3.29%Add
STATE OF WISCONSIN INVESTMENT BOARD
0.01%0.02%#57$7.1M91,565$7.3M95,647-4,082-4.27%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#128$7.0M90,214$6.5M86,044+4,170+4.85%Add
STIFEL FINANCIAL CORP
0.01%0.01%#70$6.9M88,640$7.1M93,884-5,244-5.59%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#140$6.3M80,941$6.6M86,657-5,716-6.60%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#114$5.9M75,499$20.4M268,689-193,190-71.90%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#94$5.8M75,301$7.7M101,185-25,884-25.58%Reduce
SILVERCREST ASSET MANAGEMENT GROUP LLC
0.04%0.04%#46$5.7M73,505$5.9M77,084-3,579-4.64%Reduce
SEGALL BRYANT & HAMILL, LLC
0.07%0.08%#33$5.5M70,814$5.3M69,579+1,235+1.77%Add
MORGAN STANLEY
<0.01%<0.01%#153$5.2M67,508$3.4M31,668+35,840+113.17%Add
Qube Research & Technologies Ltd
<0.01%<0.01%#75$5.2M67,416$920,50612,096+55,320+457.34%Add
BALYASNY ASSET MANAGEMENT L.P.
0.01%<0.01%#67$4.8M62,042$1.8M24,095+37,947+157.49%Add
ROYCE & ASSOCIATES LP
0.04%0.04%#45$4.7M60,078$4.2M55,680+4,398+7.90%Add
MENDON CAPITAL ADVISORS CORP
1.53%1.65%#8$4.3M56,000$4.3M56,00000.00%Unchanged
Russell Investments Group, Ltd.
<0.01%<0.01%#81$4.2M54,721$3.9M51,020+3,701+7.25%Add
Trexquant Investment LP
0.02%0.01%#51$4.1M52,968$1.1M14,605+38,363+262.67%Add
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
3.03%3.37%#5$3.9M50,634$3.8M49,879+755+1.51%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow