Portside Wealth Group, LLC Coastal Financial Corp Transaction History
Portside Wealth Group, LLC
- $744 Billion
- Q4 2025
A detailed history of Portside Wealth Group, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,427 shares of CCB stock, worth $254,470. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,427
Previous 3,319
26.88%
Holding current value
$254,470
Previous $359 Million
22.54%
% of portfolio
0.04%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding CCB
# of Institutions
197Shares Held
12.1MCall Options Held
40KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.38MShares$145 Million0.09% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$112 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA766KShares$80.3 Million0.0% of portfolio
-
Azora Capital LP Miami, FL591KShares$62 Million3.41% of portfolio
-
American Century Companies Inc Kansas City, MO511KShares$53.5 Million0.03% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.36B
- Description
- Coastal Financial Corporation operates as the bank holding company for Coastal Community Bank that provides various banking products and services to small to medium-sized businesses, professionals, and individuals in the Puget Sound region in Washington. It accepts a range of deposit products, including demand and savings accounts, time deposits...