Allworth Financial LP

Position in CCB — Coastal Financial Corp

CIK 1555170 FOLSOM, CA

Position in CCB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,076

-$3,165 QoQ

Shares Held

130

-25.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#169

of 193 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allworth Financial LP holds $72,648,702 across 269 Banks - Regional names. CCB ranks #158 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	229,948	$11,456,009
2	PNC	Pnc Financial Services Group, Inc.	29,556	$7,277,278
3	TCBK	Trico Bancshares /	129,979	$6,999,369
4	COLB	Columbia Banking System, Inc.	204,688	$6,560,250
5	USB	US Bancorp \De\	107,349	$6,483,879
6	MTB	M&T Bank Corp	24,699	$5,878,608
7	CBC	Central Bancompany, Inc.	162,310	$4,930,977
8	FITB	Fifth Third Bancorp	32,846	$1,851,529

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,076	130	-25.3%	Shares	Sole	2026-08-11
2026-03-31	$13,241	174	+13.0%	Shares	Sole	2026-05-15
2025-12-31	$17,646	154	-1.3%	Shares	Sole	2026-02-05
2025-09-30	$16,874	156	+4.7%	Shares	Sole	2025-12-02
2025-06-30	$14,433	149	+6.4%	Shares	Sole	2025-08-07
2025-03-31	$12,657	140	+10.2%	Shares	Sole	2025-04-30
2024-12-31	$10,783	127	-2.3%	Shares	Sole	2025-01-30
2024-09-30	$7,018	130	0.0%	Shares	Sole	2024-10-23
2024-06-30	$5,998	130	0.0%	Shares	Sole	2024-07-24
2024-03-31	$5,053	130	0.0%	Shares	Sole	2024-04-25
2023-12-31	$5,773	130	-56.2%	Shares	Sole	2024-01-24
2023-09-30	$12,744	297	0.0%	Shares	Sole	2023-10-31
2023-06-30	$11,182	297	-41.3%	Shares	Sole	2023-07-18
2023-03-31	$18,221	506	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.