Portside Wealth Group, LLC Coastal Financial Corp Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 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 3,666 shares of CCB stock, worth $322,901. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,666
Previous 4,763
23.03%
Holding current value
$322,901
Previous $404 Million
18.05%
% of portfolio
0.05%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding CCB
# of Institutions
173Shares Held
10MCall Options Held
3.8KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.32MShares$116 Million0.07% of portfolio
-
Black Rock Inc. New York, NY1.07MShares$94.2 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA685KShares$60.4 Million0.0% of portfolio
-
Endeavour Capital Advisors Inc Greenwich, CT455KShares$40.1 Million13.05% of portfolio
-
Azora Capital LP Miami, FL398KShares$35.1 Million1.6% of portfolio
About COASTAL FINANCIAL CORP
- Ticker CCB
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 12,950,900
- Market Cap $1.14B
- 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...