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Orion Porfolio Solutions, LLC

Position in CCB — Coastal Financial Corp

CIK 1360533 OMAHA, NE

Position in CCB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,173,724
-$96,064 QoQ
Shares Held
40,946
-4.7% QoQ
Ownership
0.268%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#57
of 193 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority Sole 88% Shared 0% None 12%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $112,280,875 across 56 Banks - Regional names. CCB ranks #13 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,173,724 40,946
2026-03-31 $3,269,788 42,967
2025-12-31 $5,295,089 46,209
2025-09-30 $5,157,653 47,681
2025-06-30 $6,119,084 63,168
2025-03-31 $5,409,320 59,831
2024-12-31 $6,992,083 82,347
2024-09-30 $4,562,856 84,513
2024-06-30 $4,166,165 90,294
2024-03-31 $3,795,150 97,637
2023-12-31 $4,436,736 99,904
2023-09-30 $4,564,379 106,371
2023-06-30 $4,300,458 114,222
2023-03-31 $4,376,619 121,539
2022-12-31 $7,665,878 161,319
2022-09-30 $7,100,345 178,670
2022-06-30 $9,319,539 244,479
2022-03-31 $12,805,745 279,907
2021-12-31 $16,094,780 317,953
2021-09-30 $11,221,952 352,227
2021-06-30 $10,059,603 352,227
2020-12-31 $11,173,260 532,060
2020-09-30 $1,697,690 138,587