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JCSD Capital’s Coastal Financial CCB Stock Holding History

JCSD Capital’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
2025
Q4 		– Sell
-14,000
Closed -$1.51M – 31
2025
Q3 		$1.51M Hold
14,000
– – 1.3% 11
2025
Q2 		$1.36M Buy
+14,000
New +$1.21M 1.79% 12

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JCSD Capital's CCB Position: Q2 2026 in Review

JCSD Capital increased its Coastal Financial (CCB) stake by 3.6% in Q2 2026, buying an estimated $376K and bringing the position to 145,140 shares worth $11.2M. The position accounts for 16.39% of the portfolio, ranked #2.

JCSD Capital first reported a position in CCB in Q4 2020 and has held it in 18 quarters since. The position peaked at $14.8M in Q4 2025. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • JCSD Capital held 145,140 shares of Coastal Financial worth $11.2M as of Q2 2026.
  • JCSD Capital bought 5,000 Coastal Financial shares in Q2 2026, an estimated $376K.
  • Coastal Financial made up 16.39% of JCSD Capital's portfolio in Q2 2026, its #2 holding.
  • JCSD Capital first reported a position in Coastal Financial in Q4 2020 and has held it in 18 quarters since.
  • JCSD Capital's Coastal Financial position peaked at $14.8M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on JCSD Capital's 13F filing for Q2 2026, filed 22 Jul 2026.