Stock ownership · SEC 13F · Q3 2025

COASTAL FINL CORP WA COM NEW

A breakdown of COASTAL FINL CORP WA COM NEW's institutional base (CUSIP 19046P209): the holders, the concentration among them, and what changed last quarter.

$571K
Reported value
2
Institutions
100%
Top-5 share

The verdict

$571K of COASTAL FINL CORP WA COM NEW is reported by 2 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$571K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 19046P209 · Q3 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $0.6M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 6Q history

Read with: Ownership concentration guide - COASTAL FINL CORP WA COM NEW's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a COASTAL FINL CORP WA COM NEW position has risen from 1 to 2 over the last 6 quarters of 13F filings.

0.511.522.5 Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 2
Distinct 13F filers holding COASTAL FINL CORP WA COM NEW, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 5,197 $562K 98.5%
2 Strategic Advocates LLC 80 $9K 1.5%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among COASTAL FINL CORP WA COM NEW's reported holders for Q3 2025, by reported value:

Shared-defined discretion (DFND)
98.5%
Sole discretion (SOLE)
1.5%

Latest Quarter Activity · Q3 2025

New positions (2)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $562K
Strategic Advocates LLC $9K

Complete exits (1)

Orion Porfolio Solutions, LLC exited

Frequently Asked Questions

How many institutions hold COASTAL FINL CORP WA COM NEW?▼
COASTAL FINL CORP WA COM NEW is held by 2 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of COASTAL FINL CORP WA COM NEW?▼
Institutions report $571K of COASTAL FINL CORP WA COM NEW as of Q3 2025.
How concentrated is ownership of COASTAL FINL CORP WA COM NEW?▼
The top five institutional holders account for 100% of the reported institutional value in COASTAL FINL CORP WA COM NEW, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of COASTAL FINL CORP WA COM NEW?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of COASTAL FINL CORP WA COM NEW with $562K across 5,197 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.