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Coastal Finl Corp Wa shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth 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 Diversify Wealth 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $792k 7.4k 107.73
2025-06-30 $859k 8.3k 102.98
2025-03-31 $943k 11k 87.20
2024-12-31 $1.1M 14k 79.67
2024-09-30 $943k 16k 59.97
2024-06-30 $809k 17k 47.46

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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