Parallel Advisors, LLC

Position in CCB — Coastal Financial Corp

CIK 1690010 SAN FRANCISCO, CA

Position in CCB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$187,031

-$13,568 QoQ

Shares Held

2,413

-8.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#150

of 193 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Parallel Advisors, LLC holds $102,627,093 across 185 Banks - Regional names. CCB ranks #31 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVBF	Cvb Financial Corp	3,529,148	$79,582,287
2	TFC	Truist Financial Corp	33,938	$1,690,791
3	KB	KB Financial Group Inc.	15,521	$1,629,084
4	SHG	Shinhan Financial Group Co Ltd	19,611	$1,240,395
5	USB	US Bancorp \De\	20,191	$1,219,536
6	PNC	Pnc Financial Services Group, Inc.	4,897	$1,205,739
7	WF	Woori Financial Group Inc.	20,443	$1,173,428
8	MTB	M&T Bank Corp	4,107	$977,507

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,031	2,413	-8.5%	Shares	Sole	2026-08-05
2026-03-31	$200,599	2,636	-9.8%	Shares	Sole	2026-05-07
2025-12-31	$335,061	2,924	-36.9%	Shares	Sole	2026-02-11
2025-09-30	$501,151	4,633	-22.5%	Shares	Sole	2025-11-13
2025-06-30	$579,088	5,978	0.0%	Shares	Sole	2025-07-08
2025-03-31	$540,470	5,978	-25.0%	Shares	Sole	2025-04-08
2024-12-31	$677,157	7,975	-0.4%	Shares	Sole	2025-02-10
2024-09-30	$432,189	8,005	0.0%	Shares	Sole	2024-11-13
2024-06-30	$369,350	8,005	+2.9%	Shares	Sole	2024-08-08
2024-03-31	$302,330	7,778	0.0%	Shares	Sole	2024-05-06
2023-12-31	$345,420	7,778	0.0%	Shares	Sole	2024-02-12
2023-09-30	$333,753	7,778	0.0%	Shares	Sole	2024-05-20
2023-06-30	$292,841	7,778	0.0%	Shares	Sole	2024-05-20
2023-03-31	$280,085	7,778	-15.6%	Shares	Sole	2024-05-20
2022-12-31	$437,991	9,217	-2.1%	Shares	Sole	2023-02-06
2022-09-30	$373,953	9,410	-21.6%	Shares	Sole	2022-11-10
2022-06-30	$457,706	12,007	+3.5%	Shares	Sole	2022-08-01
2022-03-31	$530,517	11,596	-1.7%	Shares	Sole	2022-04-28
2021-12-31	$597,062	11,795	0.0%	Shares	Sole	2022-01-20
2021-09-30	$375,788	11,795	0.0%	Shares	Sole	2021-11-02
2021-06-30	$336,865	11,795	-0.6%	Shares	Sole	2021-08-06
2021-03-31	$310,995	11,861	0.0%	Shares	Sole	2021-04-23
2020-12-31	$249,081	11,861	+26.2%	Shares	Sole	2021-02-02
2020-09-30	$115,088	9,395	0.0%	Shares	Sole	2020-10-27
2020-06-30	$136,415	9,395	0.0%	Shares	Sole	2020-07-16
2020-03-31	$98,741	9,395	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.