Madrona Financial Services’s Coastal Financial CCB Stock Holding History

Madrona Financial Services’s Portfolio CCB Stock Details CCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$291K	Buy	7,290 +2,425	+50%	+$135K	0.05%	123
2026 Q2	$377K	Hold	4,865	–	–	0.07%	87
2026 Q1	$370K	Hold	4,865	–	–	0.08%	77
2025 Q4	$557K	Sell	4,865 -13,600	-74%	-$1.48M	0.12%	65
2025 Q3	$2M	Hold	18,465	–	–	0.44%	31
2025 Q2	$1.79M	Hold	18,465	–	–	0.43%	32
2025 Q1	$1.67M	Hold	18,465	–	–	0.46%	29
2024 Q4	$1.57M	Hold	18,465	–	–	0.43%	40
2024 Q3	$997K	Hold	18,465	–	–	0.28%	42
2024 Q2	$852K	Hold	18,465	–	–	0.26%	42
2024 Q1	$718K	Hold	18,465	–	–	0.25%	43
2023 Q4	$820K	Hold	18,465	–	–	0.32%	39
2023 Q3	$792K	Hold	18,465	–	–	0.36%	43
2023 Q2	$695K	Buy	18,465 +1,465	+9%	+$52.3K	0.34%	49
2023 Q1	$612K	Hold	17,000	–	–	0.33%	42
2022 Q4	$808K	Hold	17,000	–	–	0.46%	28
2022 Q3	$676K	Hold	17,000	–	–	0.42%	28
2022 Q2	$648K	Hold	17,000	–	–	0.38%	33
2022 Q1	$739K	Hold	17,000	–	–	0.36%	39
2021 Q4	$861K	Buy	+17,000	New	+$704K	0.36%	35

Other funds holding CCB

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Madrona Financial Services's CCB Position: Q3 2026 in Review

Madrona Financial Services increased its Coastal Financial (CCB) stake by 50% in Q3 2026, buying an estimated $135K and bringing the position to 7,290 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #123.

Madrona Financial Services first reported a position in CCB in Q4 2021 and has held it in 20 quarters since. The position peaked at $2M in Q3 2025. 25 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

Madrona Financial Services held 7,290 shares of Coastal Financial worth $291K as of Q3 2026.
Madrona Financial Services bought 2,425 Coastal Financial shares in Q3 2026, an estimated $135K.
Coastal Financial made up 0.05% of Madrona Financial Services's portfolio in Q3 2026, its #123 holding.
Madrona Financial Services first reported a position in Coastal Financial in Q4 2021 and has held it in 20 quarters since.
Madrona Financial Services's Coastal Financial position peaked at $2M in Q3 2025.
25 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.