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OSAIC HOLDINGS, INC.

Position in CCB — Coastal Financial Corp

CIK 1677044 SCOTTSDALE, AZ

Position in CCB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$109,056
+$73,822 QoQ
Shares Held
1,407
+203.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 193 holders
Holding Since
Mar 2020
26 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

OSAIC HOLDINGS, INC. holds $326,405,533 across 251 Banks - Regional names. CCB ranks #146 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $109,056 1,407
2026-03-31 $35,234 463
2025-12-31 $88,463 772
2025-09-30 $58,195 538
2025-06-30 $43,203 446
2025-03-31 $60,031 664
2024-12-31 $34,133 402
2024-09-30 $271,676 5,032
2024-06-30 $237,019 5,137
2024-03-31 $204,688 5,266
2023-12-31 $420,650 9,472
2023-09-30 $293,760 6,846
2023-06-30 $214,791 5,705
2023-03-31 $364,203 10,114
2022-12-31 $509,792 10,728
2022-09-30 $419,057 10,545
2022-06-30 $591,506 15,517
2022-03-31 $667,400 14,588
2021-12-31 $560,311 11,069
2021-09-30 $333,573 10,470
2021-06-30 $289,398 10,133
2021-03-31 $257,768 9,831
2020-12-31 $192,066 9,146
2020-09-30 $79,636 6,501
2020-06-30 $92,695 6,384
2020-03-31 $55,628 5,293