EMERALD MUTUAL FUND ADVISERS TRUST
Mutual FundPosition in CCB — Coastal Financial Corp
CIK 1352895
Leola, PA
Position in CCB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,143,026
+$220,896 QoQ
Shares Held
156,664
0.0% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#19
of 193 holders
Holding Since
Sep 2021
20 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, 2026EMERALD MUTUAL FUND ADVISERS TRUST holds $190,609,088 across 29 Banks - Regional names. CCB ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
366,712 | $35,714,081 | |
| 2 | UMBF |
Umb Financial Corp
|
235,696 | $33,647,960 | |
| 3 | TBBK |
Bancorp, Inc.
|
328,845 | $20,598,850 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
240,511 | $19,024,420 | |
| 5 | HAPN |
Happen, Inc.
|
871,131 | $18,067,256 | |
| 6 | SBCF |
Seacoast Banking Corp Of Florida
|
433,797 | $14,423,750 | |
| 7 | CCB |
Coastal Financial Corp
This page
|
156,664 | $12,143,026 | |
| 8 | MPB |
Mid Penn Bancorp Inc
|
162,411 | $5,658,399 |
All Filings in CCB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,143,026 | 156,664 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,922,130 | 156,664 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,345,582 | 107,737 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,456,946 | 78,182 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,652,245 | 78,995 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,865,167 | 64,873 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,010,029 | 59,004 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $540,439 | 10,010 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $461,861 | 10,010 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $389,088 | 10,010 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,168,427 | 26,310 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,128,962 | 26,310 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $990,571 | 26,310 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $947,423 | 26,310 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,591,799 | 75,585 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,150,423 | 129,603 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,653,577 | 148,310 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $8,233,810 | 179,974 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $9,110,283 | 179,974 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $265,234 | 8,325 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||