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WELLINGTON MANAGEMENT GROUP LLP

Position in CCB — Coastal Financial Corp

CIK 902219 Boston, MA

Position in CCB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$27,974,831
-$6,074,744 QoQ
Shares Held
360,919
-19.3% QoQ
Ownership
2.36%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 193 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $16,129,309,862 across 126 Banks - Regional names. CCB ranks #67 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,974,831 360,919
2026-03-31 $34,049,575 447,432
2025-12-31 $53,498,289 466,867
2025-09-30 $52,591,929 486,197
2025-06-30 $43,224,653 446,213
2025-03-31 $40,342,117 446,213
2024-12-31 $38,794,275 456,887
2024-09-30 $2,112,088 39,120
2024-06-30 $1,804,996 39,120
2024-03-31 $1,520,594 39,120
2023-12-31 $2,129,415 47,949
2023-09-30 $2,057,491 47,949
2023-06-30 $1,805,279 47,949
2023-03-31 $2,529,018 70,231