# COASTAL FINL CORP WA COM NEW

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.

## Summary

- Issuer: COASTAL FINL CORP WA
- Class: COM NEW
- CUSIP: 19046P209
- Asset category: EC
- 13F holders: 193
- 13F value: $874.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 22
- N-PORT value: $113.4M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 193 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $89.9M | 784,230 |
| BlackRock, Inc. | New York, NY | $74.1M | 973,859 |
| [Azora Capital LP](https://search.stillhousedata.com/firm/287621) | 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](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $24.3M | 319,525 |
| LOOMIS SAYLES & CO L P | BOSTON, MA | $23.2M | 304,788 |
| [ENDEAVOUR CAPITAL ADVISORS INC](https://search.stillhousedata.com/firm/137689) | GREENWICH, CT | $20.8M | 273,602 |
| UBS ASSET MANAGEMENT AMERICAS INC | CHICAGO, IL | $20.4M | 268,689 |
| [EMERALD ADVISERS, LLC](https://search.stillhousedata.com/firm/107496) | LEOLA, PA | $16.8M | 216,333 |

## Top fund holders (N-PORT)

_Showing 15 of 22 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [T. Rowe Price Small-Cap Value Fund, Inc.](https://search.stillhousedata.com/fund/S000002121) | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $52.7M | 57.18% |
| [Regional Bank Fund](https://search.stillhousedata.com/fund/S000000635) | John Hancock Investment Trust II | $11.8M | 134.63% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $11.1M | 1.36% |
| John Hancock Financial Opportunities Fund | John Hancock Financial Opportunities Fund | $8.7M | 123.39% |
| [Emerald Growth Fund](https://search.stillhousedata.com/fund/S000036390) | FINANCIAL INVESTORS TRUST | $6.1M | 43.64% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $4.7M | 2.69% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $4.0M | 5.36% |
| [T. Rowe Price New Horizons Fund, Inc.](https://search.stillhousedata.com/fund/S000002106) | T. ROWE PRICE NEW HORIZONS FUND, INC. | $3.6M | 2.80% |
| [Optimum Small-Mid Cap Growth Fund](https://search.stillhousedata.com/fund/S000002424) | Optimum Fund Trust | $3.4M | 45.18% |
| [1919 Financial Services Fund](https://search.stillhousedata.com/fund/S000046891) | 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](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $1.6M | 3.33% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $569K | 0.10% |
| [Russell Investments U.S. Small Cap Equity ETF](https://search.stillhousedata.com/fund/S000089990) | Russell Investments Exchange Traded Funds | $442K | 89.52% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $438K | 0.14% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/19046P209.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.