CCB — Coastal Financial Corp

Ownership history in USA FINANCIAL FORMULAS  ·  3 quarters on record

This page tracks every 13F SEC filing in which USA FINANCIAL FORMULAS reported a position in Coastal Financial Corp (CCB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 944 -310 -24.7% 0.02% $102K $108.17
2025 Q1 REDUCED 1,254 -187 -13.0% 0.02% $113K $90.41
2024 Q4 INITIATED 1,441 — — 0.02% $122K $84.91
% of Fund (quarterly)    CCB price (monthly, adj. close)

Other funds also holding CCB

As of 2025 Q4 — sorted by position size

JCSD Capital, LLC 3Y 7Y 17.46% PMC FIG Opportunities LLC 7.78% JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 5.65% ENDEAVOUR CAPITAL ADVISORS INC 3Y 7Y 5.16% Azora Capital LP 3Y 7Y 4.46% Cox Capital Mgt LLC 3Y 7Y 3.28% Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 3.08% Elizabeth Park Capital Advisors, Ltd. 3Y 7Y 1.79% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 1.42% Stieven Capital Advisors, L.P. 3Y 7Y 1.4%
← Back to USA FINANCIAL FORMULAS Holdings