Position in CCB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$702,555
-$105,762 QoQ
Shares Held
9,232
+30.9% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $30,955,038 across 17 Banks - Regional names. CCB ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPBK |
OP Bancorp
|
1,837,182 | $24,434,520 | |
| 2 | MTB |
M&T Bank Corp
|
4,699 | $971,377 | |
| 3 | NU |
Nu Holdings Ltd.
|
54,225 | $779,213 | |
| 4 | USB |
US Bancorp \De\
|
13,810 | $718,258 | |
| 5 | CCB |
Coastal Financial Corp
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|
9,232 | $702,555 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
3,093 | $643,622 | |
| 7 | NWG |
NatWest Group plc
|
29,438 | $438,626 | |
| 8 | SHBI |
Shore Bancshares Inc
|
20,791 | $388,375 |
All Filings in CCB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||