CCB — Coastal Finl Corp Wa Com New Institutional Holders · Q3 2026
Who owns Coastal Finl Corp Wa Com New (CCB)? 9 institutions reported holding $111,513 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($72,491), Versant Capital Management, Inc ($26,161), GK Wealth Management LLC ($5,192).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $72,491 | 1,815 | Trimmed |
| 2 | Versant Capital Management, Inc | $26,161 | 655 | Added |
| 3 | GK Wealth Management LLC | $5,192 | 130 | New |
| 4 | MassMutual Private Wealth & Trust, FSB | $5,032 | 126 | Hold |
| 5 | ATWOOD & PALMER INC | $1,319 | 33 | Hold |
| 6 | GAMMA Investing LLC | $1,318 | 33 | New |
| 7 | Cox Capital Mgt LLC | $0 | 0 | Exited |
| 8 | Capital Advisors Wealth Management, LLC | $0 | 0 | Exited |
| 9 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30