UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in CCB — Coastal Financial Corp
CIK 861177
NEW YORK, NY
Position in CCB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,851,925
-$14,595,304 QoQ
Shares Held
75,499
-71.9% QoQ
Ownership
0.494%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 193 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in CCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,568 across 255 Banks - Regional names. CCB ranks #71 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp \De\
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in CCB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,851,925 | 75,499 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,447,229 | 268,689 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $18,584,892 | 162,186 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $18,255,199 | 168,764 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,522,289 | 36,361 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,392,699 | 26,465 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $2,158,157 | 25,417 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $680,435 | 12,603 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $743,176 | 16,107 | Shares | Defined | 2024-08-14 | |
| 2022-12-31 | $289,872 | 6,100 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||