Cox Capital Mgt LLC

Position in CCB — Coastal Financial Corp

CIK 1748728 ANDOVER, MA

Position in CCB

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,548,804

-$7,517 QoQ

Shares Held

19,982

-2.3% QoQ

Ownership

0.131%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#72

of 193 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cox Capital Mgt LLC holds $10,349,656 across 4 Banks - Regional names. CCB ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VBNK	VersaBank	181,521	$4,213,102
2	ESQ	Esquire Financial Holdings, Inc.	27,069	$3,224,188
3	CCB	Coastal Financial Corp This page	19,982	$1,548,804
4	CFG	Citizens Financial Group Inc/Ri	19,460	$1,363,562

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,548,804	19,982	-2.3%	Shares	Sole	2026-07-14
2026-03-31	$1,556,321	20,451	-57.2%	Shares	Sole	2026-04-14
2025-12-31	$5,474,537	47,775	+1.4%	Shares	Sole	2026-01-14
2025-09-30	$5,096,862	47,119	-0.1%	Shares	Sole	2025-10-08
2025-06-30	$4,569,842	47,175	-1.7%	Shares	Sole	2025-07-16
2025-03-31	$4,337,600	47,977	-1.3%	Shares	Sole	2025-04-09
2024-12-31	$4,127,814	48,614	+44.2%	Shares	Sole	2025-01-14
2024-09-30	$1,819,948	33,709	-1.4%	Shares	Sole	2024-10-10
2024-06-30	$1,577,203	34,183	-5.1%	Shares	Sole	2024-07-16
2024-03-31	$1,399,708	36,010	+1.6%	Shares	Sole	2024-04-10
2023-12-31	$1,574,512	35,454	+79.8%	Shares	Sole	2024-01-12
2023-09-30	$846,356	19,724	+15.6%	Shares	Sole	2023-10-10
2023-06-30	$642,421	17,063	+2.6%	Shares	Sole	2023-07-10
2023-03-31	$598,774	16,628	+0.9%	Shares	Sole	2023-04-11
2022-12-31	$782,749	16,472	+311.8%	Shares	Sole	2023-01-11
2021-12-31	$202,480	4,000	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.