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Coastal Finl Corp Wa shares owned by Hanson McClain Advisors

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Hanson McClain Advisors from 13F filings

Historical chart of Hanson McClain Advisors investment in Coastal Finl Corp Wa

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

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Quarterly reported holdings in Coastal Finl Corp Wa by Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1k 130 38.88
2023-12-31 $5.8k 130 44.42
2023-09-30 $13k 297 42.91
2023-06-30 $11k 297 37.65
2023-03-31 $18k 506 36.01

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Usd Inv Grde Etf (USIG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)

View all positions for Hanson McClain Advisors

Top funds holding Coastal Finl Corp Wa

Endeavour Capital Advisors
Vanguard Group
Dimensional Fund Advisors
Jennifer Ranahan
Kennedy Capital Management
Alliancebernstein
Advisors Capital Management
RMB Capital Management
Mendon Capital Advisors Corp.
JCSD Capital
Orion Portfolio Solutions
Jpmorgan Chase & Co
Stifel Financial
John W. Rosenthal Capital Management
State of Wisconsin Investment Board

View all funds holding Coastal Finl Corp Wa