CCB Coastal Financial Corp/WA

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  10 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Coastal Financial Corp/WA (CCB) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows CCB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Coastal Financial Corp/WA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CCB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held CCB — position size vs. price
% of Fund (quarterly)    CCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 240 +114 +90.5% 0.00% $18K 2026-04-13 $82.39
2025 Q4 UNCHANGED 126 0% 0.00% $14K 2026-01-07 $117.79
2025 Q3 REDUCED 126 -36 -22.2% 0.00% $14K 2025-10-22 $102.88
2025 Q2 UNCHANGED 162 0% 0.00% $16K 2025-07-09 $104.04
2025 Q1 REDUCED 162 -3 -1.8% 0.00% $15K 2025-04-01 $89.96
2024 Q4 UNCHANGED 165 0% 0.00% $14K 2025-01-16 $84.81
2024 Q3 ADDED 165 +102 +161.9% 0.00% $9K 2024-10-02 $52.02
2024 Q2 UNCHANGED 63 0% 0.00% $3K 2024-07-02 $46.75
2024 Q1 ADDED 63 +27 +75.0% 0.00% $2K 2024-04-09 $39.28
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and CCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning CCB?

MassMutual Private Wealth & Trust, FSB reported CCB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CCB position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for CCB was 0.00% in 2026 Q1.

What is the latest reported CCB position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 240 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this CCB ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly CCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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