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CCB · Coastal Financial Corp · Held by Funds

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$45.97 -0.03 (-0.07%) At close · Sep 18
Russell 2000 member Rebalance outlook locked
Market Cap
$712.34M
Shares
15.29M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding CCB

194 fund positions
Fund Balance Value % of Fund Open
T. Rowe Price Small-Cap Value Fund, Inc. 728,586 $56,472,701 0.53%
VANGUARD TOTAL STOCK MARKET INDEX FUND 410,107 $31,787,394 0.00%
iShares Russell 2000 ETF 345,562 $26,784,511 0.03%
Small Cap Growth Fund 300,040 $22,689,025 0.45%
VIP Mid Cap Portfolio 286,300 $22,191,113 0.23%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 253,505 $19,649,173 0.41%
Loomis Sayles Small Cap Growth Fund 153,909 $11,929,487 0.53%
Regional Bank Fund 155,622 $11,768,136 1.35%
VANGUARD EXTENDED MARKET INDEX FUND 150,119 $11,635,724 0.01%
Fidelity Small Cap Index Fund 127,208 $9,619,469 0.03%
iShares Russell 2000 Growth ETF 122,339 $9,482,496 0.06%
John Hancock Financial Opportunities Fund 114,431 $8,869,547 1.10%
Emerald Growth Fund 81,218 $6,141,705 0.44%
Advisors Capital Small/Mid Cap Fund 79,100 $6,131,041 4.69%
Fidelity Advisor Mid Cap II Fund 70,800 $5,487,708 0.24%
WESTWOOD QUALITY SMALLCAP FUND 67,938 $5,137,472 0.56%
American Beacon Small Cap Value Fund 66,240 $5,009,069 0.13%
U.S. SMALL CAP PORTFOLIO 65,123 $4,924,601 0.03%
Fidelity Extended Market Index Fund 67,682 $4,817,605 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 66,318 $4,720,515 0.03%
Schwab U.S. Small-Cap ETF 62,329 $4,436,578 0.02%
Allspring Small Company Growth Fund 58,373 $4,414,166 0.86%
SmallCap Growth Fund I 55,645 $4,207,875 0.18%
U.S. MICRO CAP PORTFOLIO 52,915 $4,001,432 0.05%
RMB Mendon Financial Services Fund 50,000 $3,875,500 1.50%
Dimensional U.S. Small Cap ETF 49,836 $3,768,598 0.03%
T. Rowe Price New Horizons Fund, Inc. 46,880 $3,633,669 0.02%
1919 Financial Services Fund 45,900 $3,557,709 3.70%
Small Cap Value Portfolio 45,065 $3,492,988 0.53%
iShares Micro-Cap ETF 44,363 $3,438,576 0.23%
Optimum Small-Mid Cap Growth Fund 43,361 $3,360,911 0.36%
ROYCE MICRO-CAP TRUST, INC. 38,320 $2,970,183 0.33%
Dimensional U.S. Core Equity 2 ETF 33,826 $2,557,922 0.01%
U.S. CORE EQUITY 2 PORTFOLIO 32,268 $2,440,106 0.01%
Putnam Small Cap Value Fund 32,502 $2,313,492 0.78%
Financial Industries Fund 28,875 $2,183,528 0.81%
Small Cap Growth Fund 30,595 $2,177,752 0.40%
Schwab Small-Cap Index Fund 28,216 $2,133,694 0.03%
Victory Small Cap Stock Fund 26,871 $2,031,985 0.23%
Master Small Cap Index Series 24,758 $1,918,993 0.03%
Loomis Sayles Small Cap Growth Portfolio 24,400 $1,891,244 0.53%
Avantis U.S. Small Cap Equity ETF 25,955 $1,847,477 0.07%
Fidelity Total Market Index Fund 24,623 $1,752,665 0.00%
JNL Multi-Manager Small Cap Growth Fund 22,124 $1,714,831 0.07%
Empower Small Cap Growth Fund 22,016 $1,706,460 0.66%
Direxion Daily Regional Banks Bull 3X Shares 21,203 $1,603,371 0.32%
iShares Core S&P Total U.S. Stock Market ETF 20,318 $1,574,848 0.00%
VANGUARD FINANCIALS INDEX FUND 22,039 $1,568,736 0.01%
Emerald Finance & Banking Innovation Fund 20,589 $1,556,940 3.52%
U.S. CORE EQUITY 1 PORTFOLIO 20,399 $1,542,572 0.00%
Showing 1–50 of 194 positions
Key facts CIK 1437958 CUSIP 19046P209 13F (30d) 7 filings 7 filers Visit website Investor relations