$CCB

$47.13 +$1.47 (3.22%) Close

$CCB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 15.3M shares outstanding

Who owns CCB?

By type of holder

Institutions 83.7% Insiders 15.9% Everyone else 0.4%

Concentration Top 10 holders own 49.0%

Hovde Steven D 11.4% · T. Rowe Price Investment Management, Inc. 8.9%

Institutional ownership

83.7%

-1.1 pts vs last qtr

Institutional holders

192

+9 vs last qtr

Net shares bought

−173.7K

by institutions in Q2 2026

New / sold out

30 / 21

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC +180.3K
Endeavour Capital Advisors Inc +156.1K

Biggest sellers in Q2 2026

Westwood Holdings Group Inc SOLD OUT −331.4K
Azora Capital LP −201.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.14M

8 notices from 3 people

Shares covered

23.7K

0.16% of the company

Arranged in advance

47%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Hamilton Brian T Officer 10b5-1 $1M
Stines Andrew G Officer $892K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2025

+66.2%

+6.55% a year

Each share's claim on the business

−39.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$3K vs $22.6M

over 9 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years41% 3–5 years27% 1–3 years18% Under 1 year14%

Quarterly turnover

10.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CCB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TR T. Rowe Price Investment Management, Inc.	1.4M	8.85%	+78.6K (+6.2%)	2022	0.1%
Shares held by quarter Peak holding1.8M (Q4'25) Change over 8 quarters+455.1K Share of the company8.850% T. Rowe Price Investment Management, Inc.'s full portfolio →
B BlackRock, Inc.	1.1M	7.21%	+128.3K (+13.2%)	≤2021	0.0%
Shares held by quarter Peak holding1.1M (Q3'24) Change over 8 quarters−15.2K Share of the company7.210% BlackRock, Inc.'s full portfolio →

T. Rowe Price Investment Management, Inc.

1.4M

% of company

8.85%

Change vs last qtr

+78.6K (+6.2%)

Held since

2022

BlackRock, Inc.

1.1M

% of company

7.21%

Change vs last qtr

+128.3K (+13.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Coastal Financial Corp (EVERETT), how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CCB on Form N-PORT; together they hold 34.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TR T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund, Inc.	$56.5M	728.6K	4.77%	0.53%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$31.8M	410.1K	2.68%	0.00%	June 30, 2026

T. Rowe Price Small-Cap Value Fund, Inc.

Position value

$56.5M

% of company

4.77%

% of the fund

0.53%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$31.8M

% of company

2.68%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Coastal Financial Corp (EVERETT) and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HS Hovde Steven D Insider	1.7M	11.42%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company11.420% Hovde Steven D's insider activity →
SE Sprink Eric M Insider	177.7K	1.16%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.160% Sprink Eric M's insider activity →

Hovde Steven D

Insider

1.7M

% of company

11.42%

Change vs last qtr

—

Held since

—

Sprink Eric M

Insider

177.7K

% of company

1.16%

Change vs last qtr

—

Held since

—

20 more holders behind a free account

See every insider and 5%+ holder of Coastal Financial Corp (EVERETT).

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