Position in CCB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$244,311
+$4,444 QoQ
Shares Held
3,152
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#134
of 193 holders
Holding Since
Sep 2023
12 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, 2026Magnus Financial Group LLC holds $3,005,952 across 6 Banks - Regional names. CCB ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
78,957 | $1,054,865 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,308 | $814,495 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
1,992 | $329,456 | |
| 4 | MTB |
M&T Bank Corp
|
1,226 | $291,800 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
8,028 | $271,025 | |
| 6 | CCB |
Coastal Financial Corp
This page
|
3,152 | $244,311 |
All Filings in CCB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,311 | 3,152 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $239,867 | 3,152 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $475,777 | 4,152 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $449,121 | 4,152 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $452,189 | 4,668 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $422,033 | 4,668 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $464,712 | 5,473 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $310,118 | 5,744 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $265,028 | 5,744 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $223,269 | 5,744 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $316,510 | 7,127 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $305,819 | 7,127 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||