JC
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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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JCSD Capital's CCB Position: Q1 2026 in Review

JCSD Capital increased its Coastal Financial (CCB) stake by 8.6% in Q1 2026, buying an estimated $1M and bringing the position to 140,140 shares worth $10.7M. The position accounts for 11.28% of the portfolio, ranked #3.

JCSD Capital first reported a position in CCB in Q4 2020 and has held it in 17 quarters since. The position peaked at $14.8M in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • JCSD Capital held 140,140 shares of Coastal Financial worth $10.7M as of Q1 2026.
  • JCSD Capital bought 11,100 Coastal Financial shares in Q1 2026, an estimated $1M.
  • Coastal Financial made up 11.28% of JCSD Capital's portfolio in Q1 2026, its #3 holding.
  • JCSD Capital first reported a position in Coastal Financial in Q4 2020 and has held it in 17 quarters since.
  • JCSD Capital's Coastal Financial position peaked at $14.8M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on JCSD Capital's 13F filing for Q1 2026, filed 24 Apr 2026.