Position in CCB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$377,086
+$6,860 QoQ
Shares Held
4,865
0.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#121
of 193 holders
Holding Since
Dec 2021
19 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, 2026Madrona Financial Services, LLC holds $377,086 across 1 Banks - Regional name. CCB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCB |
Coastal Financial Corp
This page
|
4,865 | $377,086 |
All Filings in CCB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,086 | 4,865 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $370,226 | 4,865 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $557,480 | 4,865 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,997,359 | 18,465 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,788,704 | 18,465 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,669,420 | 18,465 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,567,863 | 18,465 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $996,925 | 18,465 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $851,975 | 18,465 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $717,734 | 18,465 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $820,030 | 18,465 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $792,333 | 18,465 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $695,207 | 18,465 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $612,170 | 17,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $807,840 | 17,000 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $675,580 | 17,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $648,040 | 17,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $777,750 | 17,000 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $860,540 | 17,000 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||