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Smartleaf Asset Management LLC

Position in CCB — Coastal Financial Corp

CIK 2010393 BOSTON, MA

Position in CCB

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$48,366
+$880 QoQ
Shares Held
624
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 193 holders
Holding Since
Sep 2025
4 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

Smartleaf Asset Management LLC holds $25,435,477 across 188 Banks - Regional names. CCB ranks #65 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $48,366 624
2026-03-31 $47,486 624
2025-12-31 $71,504 624
2025-09-30 $324 3