4 institutions reported holding $25,966 of Coastal Financial Corp/WA (CCB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Versant Capital Management, Inc ($12,944), MassMutual Private Wealth & Trust, FSB ($9,766), ATWOOD & PALMER INC ($2,558), CoreCap Advisors, LLC ($698). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Versant Capital Management, Inc | $12,944 | 167 | Trimmed |
| 2 | MassMutual Private Wealth & Trust, FSB | $9,766 | 126 | Trimmed |
| 3 | ATWOOD & PALMER INC | $2,558 | 33 | Hold |
| 4 | CoreCap Advisors, LLC | $698 | 9 | New |
Source: SEC Form 13F filings · as of 2026-06-30