$CCB is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 7.50%, with an average of 1.25% of portfolio. Largest holder: PMC FIG Opportunities LLC at 7.50%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
COASTAL FINANCIAL CORP/WA
13F holders
178
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 178 · Source: 13F-HR01
Roberts Capital Advisors, LLC
—
—
02
Aristotle Atlantic Partners, LLC
—
—
03
Axa S.a.
—
—
04
Sanders Capital, LLC
—
—
05
Gardner Russo & Quinn LLC
—
—
06
State Street
—
—
07
Massachusetts Institute of Technology
—
—
08
Augustine Asset Management Inc.
—
—
09
Barrett & Company, Inc.
—
—
10
Mcmorgan & Co. LLC
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
7 holders · Q1 202601
PMC FIG Opportunities LLC
7.50% held
α +12.0pts
02
Wellington Management Group LLP
0.01% held
α +10.5pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
04
Citigroup Inc.
0.00% held
α +26.3pts
05
Quarry LP
0.00% held
α +10.6pts
06
Level Financial Advisors
0.00% held
α +30.9pts
07
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
35 transactions · 6 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $CCB in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $CCB lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $CCB — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:01 UTC.