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Coastal Finl Corp Wa shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

All positions including Coastal Finl Corp Wa held by Pinnacle Wealth Planning 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 Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $50k 661 76.10
2025-12-31 $63k 551 114.59

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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