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Curi Capital, LLC

Position in CCB — Coastal Financial Corp

CIK 1332905 CHICAGO, IL

Position in CCB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,875,500
+$70,500 QoQ
Shares Held
50,000
0.0% QoQ
Ownership
0.327%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#51
of 193 holders
Holding Since
Jun 2022
17 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

Curi Capital, LLC holds $386,338,670 across 79 Banks - Regional names. CCB ranks #34 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,875,500 50,000
2026-03-31 $3,805,000 50,000
2025-12-31 $3,437,700 30,000
2025-09-30 $3,245,100 30,000
2025-06-30 $2,906,100 30,000
2025-03-31 $2,712,300 30,000
2024-12-31 $2,547,300 30,000
2024-09-30 $1,619,700 30,000
2024-06-30 $1,845,600 40,000
2024-03-31 $3,887,000 100,000
2023-12-31 $5,329,200 120,000
2023-09-30 $5,792,850 135,000
2023-06-30 $5,647,500 150,000
2023-03-31 $5,401,500 150,000
2022-12-31 $7,128,000 150,000
2022-09-30 $5,961,000 150,000
2022-06-30 $5,718,000 150,000