Orion Portfolio Solutions »

Coastal Finl Corp Wa shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Coastal Finl Corp Wa by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 100k 42.99
2023-09-30 $4.6M 106k 42.91
2023-06-30 $4.3M 114k 37.65
2023-03-31 $4.4M 122k 36.01

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)

View all positions for Orion Portfolio Solutions

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