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LPL Financial LLC

Position in CCB — Coastal Financial Corp

CIK 1403438 FORT MILL, SC

Position in CCB

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$421,964
+$30,810 QoQ
Shares Held
5,444
+5.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
of 193 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. CCB ranks #135 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $421,964 5,444
2026-03-31 $391,154 5,140
2025-12-31 $577,991 5,044
2025-09-30 $412,235 3,811
2025-06-30 $301,556 3,113