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Coastal Finl Corp Wa shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

All positions including Coastal Finl Corp Wa held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coastal Finl Corp Wa by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $351k 3.1k 114.59
2025-09-30 $256k 2.4k 108.17
2025-03-31 $167k 1.8k 90.41

More positions owned by Coldstream Capital Management

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Proshares Tr S&p Mdcp 400 Div (REGL)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Large Cap Etf (VV)
NVIDIA Corporation (NVDA)

View all positions for Coldstream Capital Management

Top funds holding Coastal Finl Corp Wa

T. Rowe Price Investment Management
BlackRock
Vanguard Group
Azora Capital
American Century Companies
Wellington Management Company
State Street Corporation
Driehaus Capital Management
Westwood Holdings
Dimensional Fund Advisors
Manufacturers Life Insurance Company
Loomis, Sayles and
FMR
Geode Capital Management
Cooper Creek Partners Management

View all funds holding Coastal Finl Corp Wa