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WESTWOOD HOLDINGS GROUP INC

Position in CCB — Coastal Financial Corp

CIK 1165002 DALLAS, TX

Position in CCB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$25,216,496
-$13,404,917 QoQ
Shares Held
331,360
-1.7% QoQ
Ownership
2.17%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
8 quarters on record
Voting authority Sole 75% Shared 0% None 25%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $827,796,244 across 24 Banks - Regional names.

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $25,216,496 331,360
2025-12-31 $38,621,413 337,040
2025-09-30 $38,361,733 354,643
2025-06-30 $41,166,553 424,967
2025-03-31 $40,604,306 449,113
2024-12-31 $7,619,993 89,742
2022-09-30 $452,559 11,388
2022-06-30 $253,802 6,658