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Coastal Finl Corp Wa shares owned by Diversify Advisory Services

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Diversify Advisory Services from 13F filings

Historical chart of Diversify Advisory Services investment in Coastal Finl Corp Wa

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

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Quarterly reported holdings in Coastal Finl Corp Wa by Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $675k 9.3k 72.37
2024-06-30 $281k 6.3k 44.48
2024-03-31 $714k 19k 38.18

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Top funds holding Coastal Finl Corp Wa

BlackRock
Vanguard Capital Management
State Street Corporation
Cooper Creek Partners Management
Azora Capital
Endeavour Capital Advisors
American Century Companies
FMR
Dimensional Fund Advisors
Wellington Management Company
Geode Capital Management
Manufacturers Life Insurance Company
Loomis, Sayles and
Citadel Advisors
Emerald Advisers

View all funds holding Coastal Finl Corp Wa