Summer Haven Investment Management, LLC Coastal Financial Corp Transaction History
Summer Haven Investment Management, LLC
- $166 Million
- Q3 2025
A detailed history of Summer Haven Investment Management, LLC transactions in Coastal Financial Corp stock. As of the latest transaction made, Summer Haven Investment Management, LLC holds 8,309 shares of CCB stock, worth $871,198. This represents 0.54% of its overall portfolio holdings.
Number of Shares
8,309
Previous 17,303
51.98%
Holding current value
$871,198
Previous $1.68 Million
46.42%
% of portfolio
0.54%
Previous 1.14%
Shares
4 transactions
Others Institutions Holding CCB
# of Institutions
196Shares 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...