COASTAL FINL CORP WA COM NEW is a security (CUSIP 19046P209) tracked across SEC portfolio filings. 193 institutional managers reported $874.1M on Form 13F as of 2026-06-30; 22 registered fund positions totaling $113.4M via N-PORT as of 2026-05-31.
Showing 15 of 193 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| VANGUARD GROUP INC | Valley Forge, PA | $89.9M | 784,230 |
| BlackRock, Inc. | New York, NY | $74.1M | 973,859 |
| Azora Capital LP | MIAMI, FL | $50.1M | 658,617 |
| STATE STREET CORP | BOSTON, MA | $42.2M | 554,958 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $34.0M | 447,432 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $31.9M | 418,674 |
| FMR LLC | BOSTON, MA | $28.2M | 370,756 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $27.4M | 359,571 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Toronto, A6 | $25.7M | 337,819 |
| WESTWOOD HOLDINGS GROUP INC | DALLAS, TX | $25.2M | 331,360 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $24.3M | 319,525 |
| LOOMIS SAYLES & CO L P | BOSTON, MA | $23.2M | 304,788 |
| ENDEAVOUR CAPITAL ADVISORS INC | GREENWICH, CT | $20.8M | 273,602 |
| UBS ASSET MANAGEMENT AMERICAS INC | CHICAGO, IL | $20.4M | 268,689 |
| EMERALD ADVISERS, LLC | LEOLA, PA | $16.8M | 216,333 |
Showing 15 of 22 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $52.7M | 57.18% |
| Regional Bank Fund | John Hancock Investment Trust II | $11.8M | 134.63% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $11.1M | 1.36% |
| John Hancock Financial Opportunities Fund | John Hancock Financial Opportunities Fund | $8.7M | 123.39% |
| Emerald Growth Fund | FINANCIAL INVESTORS TRUST | $6.1M | 43.64% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $4.7M | 2.69% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $4.0M | 5.36% |
| T. Rowe Price New Horizons Fund, Inc. | T. ROWE PRICE NEW HORIZONS FUND, INC. | $3.6M | 2.80% |
| Optimum Small-Mid Cap Growth Fund | Optimum Fund Trust | $3.4M | 45.18% |
| 1919 Financial Services Fund | Trust for Advised Portfolios | $2.9M | 241.29% |
| ROYCE MICRO-CAP TRUST, INC. | ROYCE MICRO-CAP TRUST, INC. | $2.6M | 38.13% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $1.6M | 3.33% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $569K | 0.10% |
| Russell Investments U.S. Small Cap Equity ETF | Russell Investments Exchange Traded Funds | $442K | 89.52% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $438K | 0.14% |