West Coast Community Bancorp - WCCB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANC FUNDS CO LLC | History | No change | 301,420 | 15,071 | 2.49% | 2.49% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 295,357 | 14,652 | 3.54% | 3.54% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M3F, Inc. | History | New | 44,540 | 2,690 | 0.69% | — | 3 | +44,540 | New | Q3 2026 | Oct 21, 2026 |
| Creative Planning | History | New | 31,755 | 1,918 | 0.0% | — | 4 | +31,755 | New | Q3 2026 | Nov 02, 2026 |
| Daytona Street Capital LLC | History | New | 17,800 | 1,079 | 0.77% | — | 5 | +17,800 | New | Q3 2026 | Oct 15, 2026 |
| BRIGHTON JONES LLC | History | New | 11,118 | 671 | 0.01% | — | 6 | +11,118 | New | Q3 2026 | Nov 03, 2026 |
| Baron Wealth Management LLC | History | New | 9,130 | 551 | 0.14% | — | 7 | +9,130 | New | Q3 2026 | Oct 27, 2026 |
| Pettinga Financial Advisors LLC | History | New | 7,750 | 468 | 0.08% | — | 8 | +7,750 | New | Q3 2026 | Oct 13, 2026 |
| Western Financial Corp/CA | History | New | 7,192 | 434 | 0.14% | — | 9 | +7,192 | New | Q3 2026 | Oct 14, 2026 |
| apricus wealth, LLC | History | New | 5,664 | 342 | 0.15% | — | 10 | +5,664 | New | Q3 2026 | Oct 26, 2026 |
| Ancora Advisors LLC | History | No change | 6,820 | 341 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family CFO Inc | History | No change | 4,648 | 280 | 0.11% | 0.09% | 12 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Integris Wealth Management, LLC | History | New | 3,653 | 220 | 0.04% | — | 13 | +3,653 | New | Q3 2026 | Oct 14, 2026 |
| Granite Investment Partners, LLC | History | New | 3,630 | 219 | 0.01% | — | 14 | +3,630 | New | Q3 2026 | Nov 04, 2026 |
| Krilogy Financial LLC | History | New | 3,500 | 214 | 0.01% | — | 15 | +3,500 | New | Q3 2026 | Oct 13, 2026 |
| Lido Advisors, LLC | History | New | 3,385 | 204 | 0.0% | — | 16 | +3,385 | New | Q3 2026 | Nov 04, 2026 |
| Inspire Investing, LLC | History | New | 2,420 | 146 | 0.01% | — | 17 | +2,420 | New | Q3 2026 | Oct 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,514 | 91 | 0.0% | — | 18 | +1,514 | New | Q3 2026 | Nov 04, 2026 |
| CITIGROUP INC | History | New | 1,179 | 71 | 0.0% | — | 19 | +1,179 | New | Q3 2026 | Nov 04, 2026 |