INTECH INVESTMENT MANAGEMENT LLC
Position in CCB — Coastal Financial Corp
CIK 1086318
WEST PALM BEACH, FL
Position in CCB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$218,026
-$355,153 QoQ
Shares Held
2,865
-42.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $219,521,621 across 126 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
1,596,328 | $53,892,033 | |
| 2 | USB |
US Bancorp \De\
|
195,075 | $11,782,529 | |
| 3 | VLY |
Valley National Bancorp
|
795,358 | $11,651,994 | |
| 4 | EWBC |
East West Bancorp Inc
|
85,117 | $10,987,753 | |
| 5 | PFS |
Provident Financial Services Inc
|
354,095 | $8,370,805 | |
| 6 | WSFS |
Wsfs Financial Corp
|
87,297 | $6,698,298 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
24,594 | $6,055,534 | |
| 8 | TBBK |
Bancorp, Inc.
|
84,778 | $5,310,493 |
All Filings in CCB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,026 | 2,865 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $573,179 | 5,002 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $541,066 | 5,002 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $683,417 | 7,055 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $700,406 | 7,747 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $409,605 | 4,824 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||