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WELLS FARGO & COMPANY/MN

Position in CCB — Coastal Financial Corp

CIK 72971 SAN FRANCISCO, CA

Position in CCB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$976,703
+$620,175 QoQ
Shares Held
12,601
+169.0% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 193 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Derivatives in CCB

reported options exposure · as of Jun 30, 2026
CallValue
$1,085,140
CallShares
14,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $3,696,060,754 across 297 Banks - Regional names. CCB ranks #140 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,085,140 14,000
2026-06-30 $976,703 12,601
2026-03-31 $356,528 4,685
2026-03-31 $1,065,400 14,000
2025-12-31 $1,619,499 14,133
2025-09-30 $857,355 7,926
2025-06-30 $649,513 6,705
2025-03-31 $551,772 6,103
2024-12-31 $460,041 5,418
2024-09-30 $200,409 3,712
2024-06-30 $170,948 3,705
2024-03-31 $127,260 3,274
2023-12-31 $126,168 2,841
2023-09-30 $94,487 2,202
2023-06-30 $171,495 4,555
2023-03-31 $215,555 5,986
2022-12-31 $164,466 3,461
2022-09-30 $137,022 3,448
2022-06-30 $12,541 329
2022-03-31 $103,760 2,268
2021-12-31 $274,005 5,413
2021-09-30 $1,178 37
2021-03-31 $409,686 15,625
2020-12-31 $558,705 26,605
2020-09-30 $319,137 26,052
2020-06-30 $337,284 23,229
2020-03-31 $177,302 16,870