Farther Finance Advisors, LLC
Position in CCB — Coastal Financial Corp
CIK 1992825
SAN FRANCISCO, CA
Position in CCB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$168,041
-$748 QoQ
Shares Held
2,168
-2.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 193 holders
Holding Since
Jun 2025
5 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, 2026Farther Finance Advisors, LLC holds $56,195,537 across 282 Banks - Regional names. CCB ranks #54 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
33,610 | $8,275,454 | |
| 2 | USB |
US Bancorp \De\
|
114,749 | $6,930,839 | |
| 3 | FITB |
Fifth Third Bancorp
|
51,404 | $2,897,643 | |
| 4 | TFC |
Truist Financial Corp
|
58,090 | $2,894,043 | |
| 5 | FCAP |
First Capital Inc
|
37,628 | $2,432,273 | |
| 6 | VABK |
Virginia National Bankshares Corp
|
45,545 | $2,021,287 | |
| 7 | UMBF |
Umb Financial Corp
|
13,540 | $1,932,970 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
25,978 | $1,820,278 |
All Filings in CCB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,041 | 2,168 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $168,789 | 2,218 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $331,050 | 2,889 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $96,920 | 896 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,818 | 122 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||