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Coastal Finl Corp Wa shares owned by Creative Planning

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Coastal Finl Corp Wa

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

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Quarterly reported holdings in Coastal Finl Corp Wa by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 14k 108.17
2025-06-30 $1.1M 12k 96.87
2025-03-31 $894k 9.9k 90.41
2024-12-31 $658k 7.8k 84.91
2024-09-30 $298k 5.5k 53.99

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View all positions for Creative Planning

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
FMR
Geode Capital Management
Loomis, Sayles and
Jennifer Ranahan

View all funds holding Coastal Finl Corp Wa