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Coastal Finl Corp Wa shares owned by USA Financial Portformulas

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by USA Financial Portformulas from 13F filings

Historical chart of USA Financial Portformulas investment in Coastal Finl Corp Wa

Tip: Access up to 7 years of quarterly data

All positions including Coastal Finl Corp Wa held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coastal Finl Corp Wa by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2025-09-30 $102k 944 108.17
2025-03-31 $113k 1.3k 90.41
2024-12-31 $122k 1.4k 84.91

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Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
SPDR S&P 500 Tr Unit (SPY)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
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BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm Unit Ben Int (GSG)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
iShares U.S. Technology ETF U.s. Tech Etf (IYW)
iShares U.S. Financials ETF U.s. Finls Etf (IYF)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie U.s. Utilits Etf (IDU)

View all positions for USA Financial Portformulas

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