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Coastal Finl Corp Wa shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Coastal Finl Corp Wa

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

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Quarterly reported holdings in Coastal Finl Corp Wa by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $75k 65k 1.15

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Top funds holding Coastal Finl Corp Wa

BlackRock
Azora Capital
Vanguard Capital Management
State Street Corporation
Cooper Creek Partners Management
Wellington Management Company
American Century Companies
FMR
Dimensional Fund Advisors
Manufacturers Life Insurance Company
Westwood Holdings
Geode Capital Management
Loomis, Sayles and
Endeavour Capital Advisors
Ubs Global Asset Management Americas

View all funds holding Coastal Finl Corp Wa