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GREAT LAKES ADVISORS, LLC

Position in CCB — Coastal Financial Corp

CIK 1078013 CHICAGO, IL

Position in CCB

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$1,774,728
-$96,985 QoQ
Shares Held
23,321
+42.8% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 82% Shared 0% None 18%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

GREAT LAKES ADVISORS, LLC holds $136,831,475 across 47 Banks - Regional names.

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,774,728 23,321
2025-12-31 $1,871,713 16,334
2025-09-30 $2,527,392 23,365
2025-06-30 $4,531,191 46,776
2025-03-31 $4,512,634 49,913