Guru Ownership Trend
Guru Analysis for Coastal Financial Corporation (CCB)
Coastal Financial Corporation (CCB), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.78 M.
Top institutional holders include Chuck Royce and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $262,476.45 net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 140.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Coastal Financial Corporation (CCB)
Major holders include Chuck Royce ($4.66 M), Steven Cohen ($2.65 M), Cliff Asness ($849,975). According to the latest reported data, 3 tracked investment managers collectively hold approximately 105,226 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $262,476.45, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited CCB. The total reported sell value was $1.96 M.
Yes, 0 managers opened new positions in CCB, and 3 increased their existing holdings. The total reported buy value was $2.23 M.