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FIRST TRUST ADVISORS LP

Position in CCB — Coastal Financial Corp

CIK 1125816 Wheaton, IL

Position in CCB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$552,723
-$3,154,336 QoQ
Shares Held
7,131
-85.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 193 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $6,372,168,381 across 203 Banks - Regional names. CCB ranks #173 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $552,723 7,131
2026-03-31 $3,707,059 48,713
2025-12-31 $5,014,343 43,759
2025-09-30 $6,406,692 59,228
2025-06-30 $6,659,618 68,748
2025-03-31 $820,651 9,077
2024-12-31 $704,498 8,297
2024-09-30 $439,532 8,141
2024-06-30 $1,626,019 35,241
2024-03-31 $1,440,599 37,062
2023-12-31 $1,620,654 36,493
2023-09-30 $1,435,596 33,456
2023-06-30 $1,299,640 34,519
2023-03-31 $1,267,840 35,208
2022-12-31 $1,744,839 36,718
2022-09-30 $1,305,578 32,853
2022-06-30 $209,050 5,484
2022-03-31 $279,944 6,119
2021-12-31 $282,155 5,574
2020-06-30 $225,684 15,543
2020-03-31 $151,669 14,431