Position in CCB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,752
-$7,968 QoQ
Shares Held
207
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 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 Mar 31, 2026IMA Advisory Services, Inc. holds $176,453 across 21 Banks - Regional names. CCB ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,961 | $90,147 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
481 | $23,665 | |
| 3 | CCB |
Coastal Financial Corp
This page
|
207 | $15,752 | |
| 4 | CFFN |
Capitol Federal Financial, Inc.
|
1,358 | $9,682 | |
| 5 | NWG |
NatWest Group plc
|
276 | $4,112 | |
| 6 | LYG |
Lloyds Banking Group plc
|
810 | $4,074 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
19 | $3,953 | |
| 8 | CIB |
Grupo Cibest S.A.
|
52 | $3,786 |
All Filings in CCB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,752 | 207 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,720 | 207 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,391 | 207 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $20,052 | 207 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,714 | 207 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $11,175 | 207 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $8,882 | 207 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $7,793 | 207 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,454 | 207 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $9,836 | 207 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $8,226 | 207 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,890 | 207 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $9,470 | 207 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $10,478 | 207 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,595 | 207 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $5,911 | 207 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,427 | 207 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,347 | 207 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,535 | 207 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||