Chuck Royce's CCB Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 55,680 shares of Coastal Financial Corporation (CCB) worth $4.24 M, representing 0.04% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Chuck Royce has maintained this position in CCB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 79,554 shares. Largest reduction occurred in Q1 2026, reducing 68,172 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Coastal Financial Corporation (CCB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Coastal Financial Corporation (CCB) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -68,172 | Reduce 55.04% | 55,680 | $76.10 |
| Q4 2025 | +5,943 | Add 5.04% | 123,852 | $114.59 |
| Q3 2025 | -30,716 | Reduce 20.67% | 117,909 | $108.17 |
| Q2 2025 | +42,286 | Add 39.77% | 148,625 | $96.87 |
| Q1 2025 | +16,785 | Add 18.74% | 106,339 | $90.41 |
| Q4 2024 | +79,554 | Add 795.54% | 89,554 | $84.91 |
| Q3 2024 | +37 | Add 0.37% | 10,000 | $53.99 |
| Q2 2024 | +9,963 | New Buy | 9,963 | $46.14 |
Chuck Royce's Coastal Financial Corporation Investment FAQs
Chuck Royce first purchased Coastal Financial Corporation (CCB) in Q2 2024, acquiring 9,963 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Coastal Financial Corporation (CCB) for 8 quarters since Q2 2024.
Chuck Royce's largest addition to Coastal Financial Corporation (CCB) was in Q4 2024, adding 89,554 shares worth $7.6 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 55,680 shares of Coastal Financial Corporation (CCB), valued at approximately $4.24 M.
As of the Q1 2026 filing, Coastal Financial Corporation (CCB) represents approximately 0.04% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Coastal Financial Corporation (CCB) was 148,625 shares, as reported at the end of Q2 2025.