Position in CCB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$751,226
-$58,629 QoQ
Shares Held
9,692
-8.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#101
of 193 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in CCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INTRUST BANK NA holds $11,821,313 across 13 Banks - Regional names. CCB ranks #8 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
47,442 | $3,324,260 | |
| 2 | LYG |
Lloyds Banking Group plc
|
229,858 | $1,340,072 | |
| 3 | USB |
US Bancorp De
|
15,948 | $963,258 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
9,089 | $916,897 | |
| 5 | PFBC |
Preferred Bank
|
8,250 | $876,644 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
3,404 | $838,132 | |
| 7 | WTFC |
Wintrust Financial Corp
|
4,710 | $756,990 | |
| 8 | CCB |
Coastal Financial Corp
This page
|
9,692 | $751,226 |
All Filings in CCB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,226 | 9,692 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $809,855 | 10,642 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,249,145 | 10,901 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,187,273 | 10,976 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,121,173 | 11,574 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,135,278 | 12,557 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,161,653 | 13,681 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $762,068 | 14,115 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $663,584 | 14,382 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $519,380 | 13,362 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $577,152 | 12,996 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $556,499 | 12,969 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $452,778 | 12,026 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $451,493 | 12,538 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $615,858 | 12,960 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $512,486 | 12,896 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $454,390 | 11,920 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $528,961 | 11,562 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $541,127 | 10,690 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $337,015 | 10,578 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $292,082 | 10,227 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $233,646 | 8,911 | Shares | Sole | 2021-06-02 | |
| No filing history on record for this holder in this stock. | ||||||