Position in CCB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$722,625
+$20,070 QoQ
Shares Held
9,323
+1.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#104
of 194 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $36,283,932 across 17 Banks - Regional names. CCB ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPBK |
OP Bancorp
|
1,847,777 | $27,698,177 | |
| 2 | UMBF |
Umb Financial Corp
|
14,149 | $2,019,911 | |
| 3 | USB |
US Bancorp De
|
16,089 | $971,775 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,913 | $963,458 | |
| 5 | NU |
Nu Holdings Ltd.
|
57,866 | $773,089 | |
| 6 | CCB |
Coastal Financial Corp
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|
9,323 | $722,625 | |
| 7 | SHBI |
Shore Bancshares Inc
|
20,910 | $479,884 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,637 | $423,818 |
All Filings in CCB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,625 | 9,323 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $702,555 | 9,232 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $808,317 | 7,054 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $795,049 | 7,350 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $808,380 | 8,345 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $977,151 | 10,808 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,195,787 | 14,083 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $849,262 | 15,730 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $786,779 | 17,052 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||