Coastal Finl Corp Wa (CCB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Coastal Finl Corp Wa (CCB) following the 2026 Q2 hedge fund 13F filings?

As of today, CCB has moved -12.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of -8.3%. Since the quarter end (June 30, 2026), CCB gained -40.7% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Coastal Finl Corp Wa (CCB)

189 + Investors. Track Smart Money conviction in CCB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CCB

Based on 192 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

192 funds currently hold this stock — 94% of the 3.0-year high of 205 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 54% buying

105 buying88 selling

Last quarter: 105 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new CCB position: 35 → 35 → 28 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 27% medium ■ 23% new

95 out of 192 hedge funds have held CCB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~36 new funds/quarter

19 → 35 → 35 → 28 → 36 new funds/Q

New funds entering each quarter: 35 → 35 → 28 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 54% veterans vs 27% newcomers

■ 54% veterans ■ 18% 1-2yr ■ 27% new

Entry-cohort mix of 197 holders: 107 (54%) are 2+ year veterans, 36 entered 1–2 years ago, and 54 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds

47 of 191 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in CCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	189	178	6.18%
13F Shares	13M	13M	-1.08%
Total Value	$830M	$843M	-1.51%
New Positions	36	28	+8
Increased Positions	66	66	-
Closed Positions	24	55	-31
Reduced Positions	64	60	+4
Total Calls	3	4	-25.0%
Total Puts	3	2	50.0%
PUT/CALL Ratio	1.0	0.5	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

189

178

6.18%

13F Shares

13M

-1.08%

Total Value

$830M

$843M

-1.51%

New Positions

Increased Positions

Closed Positions

-31

Reduced Positions

Total Calls

-25.0%

Total Puts

50.0%

PUT/CALL Ratio

1.0

0.5

Neutral

Institutional Holders (2026 Q2)

189 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CCB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CCB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	JCSD Capital, LLC	16.39%	145,140	$11.2M
2	Endeavour Capital Advisors Inc	6.84%	429,702	$33.3M
3	Jacobs Asset Management, LLC	4.95%	101,486	$7.9M
4	PMC FIG Opportunities LLC	3.29%	26,612	$2.1M
5	Graham Capital Wealth Management, LLC	3.03%	50,634	$3.9M
6	Stieven Capital Advisors, L.P.	2.30%	155,771	$12.1M
7	Mendon Capital Advisors Corp	1.53%	56,000	$4.3M
8	Azora Capital LP	1.49%	457,333	$35.4M
9	Cox Capital Mgt LLC	0.86%	19,982	$1.5M
10	Arcus Capital Partners, LLC	0.78%	24,182	$1.9M
11	Ranger Investment Management, L.P.	0.68%	138,897	$10.8M
12	EJF Capital LP	0.61%	11,853	$919K
13	Riverwater Partners LLC	0.46%	19,899	$1.5M
14	Emerald Mutual Fund Advisers Trust	0.43%	156,664	$12.1M
15	Emerald Advisers, LLC	0.39%	216,333	$16.8M
16	Militia Capital Management LLC	0.37%	48,559	$3.7M
17	Pacific Ridge Capital Partners, LLC	0.34%	24,221	$1.9M
18	Peregrine Capital Management LLC	0.33%	132,829	$10.3M
19	SummerHaven Investment Management, LLC	0.29%	6,916	$536K
20	Kennedy Capital Management LLC	0.23%	168,282	$13.0M
21	Numerai GP LLC	0.19%	29,865	$2.3M
22	First Bank & Trust	0.14%	12,012	$931K
23	Kings Path Partners LLC	0.12%	3,025	$327K
24	Advisors Capital Management, LLC	0.11%	133,584	$10.4M
25	Quent Capital, LLC	0.10%	21,000	$1.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Coastal Finl Corp Wa (CCB)

What does the Smart Money Trend signal show for CCB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CCB?

Slight buying edge — 54% buying: Last quarter: 105 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CCB holders?

Elite ownership — 53% AUM from top-100 funds: 47 of 191 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in CCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CCB?

49% of holders stayed for 2+ years: 95 out of 192 hedge funds have held CCB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Coastal Finl Corp Wa (CCB) following the 2026 Q2 hedge fund 13F filings?

As of today, CCB has moved -12.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of -8.3%. Since the quarter end (June 30, 2026), CCB has gained -40.7% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Coastal Finl Corp Wa (CCB)

Smart Money Signals — CCB

Buying streak — 1 quarter in a row

High ownership — 94% of 3.0Y peak

Steady growth — +10% more funds vs a year ago

Slight buying edge — 54% buying

More new buyers each quarter (+8 vs last Q)

49% of holders stayed for 2+ years

Steady discovery — ~36 new funds/quarter

Veteran-anchored — 54% veterans vs 27% newcomers

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — CCB

Hedge Fund Ownership: CCB

Market Analysis: CCB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CCB

Is It Too Late to Buy Coastal Finl Corp Wa (CCB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CCB

Statistics: CCB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Coastal Finl Corp Wa (CCB)

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