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Arax Advisory Partners

Position in CCB — Coastal Financial Corp

CIK 1586767 DENVER, CO

Position in CCB

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$4,495
-$6,047 QoQ
Shares Held
58
-37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 193 holders
Holding Since
Jun 2024
6 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 Jun 30, 2026

Arax Advisory Partners holds $129,088,164 across 278 Banks - Regional names. CCB ranks #251 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,495 58
2025-12-31 $10,542 92
2025-09-30 $14,278 132
2024-12-31 $7,726 91
2024-09-30 $4,913 91
2024-06-30 $4,198 91