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Jeff Yass’s Coastal Financial CCB Stock Holding History

Jeff Yass’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
Q2 		$1.86M Buy
24,000
+9,900
+70% +$744K ﹤0.01% 6645
2026
Q1 		$1.07M Sell
14,100
-5,600
-28% -$506K ﹤0.01% 7705
2025
Q4 		$2.26M Buy
19,700
+4,400
+29% +$480K ﹤0.01% 5396
2025
Q3 		$1.66M Buy
15,300
+9,900
+183% +$1.05M ﹤0.01% 6189
2025
Q2 		$523K Sell
5,400
-11,200
-67% -$965K ﹤0.01% 9077
2025
Q1 		$1.5M Buy
16,600
+12,800
+337% +$1.12M ﹤0.01% 6215
2024
Q4 		$323K Hold
3,800
– – ﹤0.01% 9670
2024
Q3 		$205K Buy
+3,800
New +$190K ﹤0.01% 10425
2024
Q2 		– Sell
-9,800
Closed -$381K – 12105
2024
Q1 		$381K Sell
9,800
-5,400
-36% -$214K ﹤0.01% 9140
2023
Q4 		$675K Buy
15,200
+10,400
+217% +$429K ﹤0.01% 7932
2023
Q3 		$206K Buy
+4,800
New +$208K ﹤0.01% 10162
2023
Q1 		– Sell
-13,100
Closed -$623K – 12625
2022
Q4 		$623K Buy
+13,100
New +$607K ﹤0.01% 7304
2022
Q2 		– Sell
-10,600
Closed -$485K – 12956
2022
Q1 		$485K Buy
+10,600
New +$516K ﹤0.01% 9071

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

Jeff Yass's CCB Position: Q2 2026 in Review

Jeff Yass reduced its Coastal Financial (CCB) stake by 86% in Q2 2026, selling an estimated $1.2M and leaving 2,670 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #11874.

Jeff Yass first reported a position in CCB in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.79M in Q2 2025. 193 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Jeff Yass held 2,670 shares of Coastal Financial worth $207K as of Q2 2026.
  • Jeff Yass sold 15,972 Coastal Financial shares in Q2 2026, an estimated $1.2M.
  • Coastal Financial made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11874 holding.
  • Jeff Yass first reported a position in Coastal Financial in Q3 2022 and has held it in 12 quarters since.
  • Jeff Yass's Coastal Financial position peaked at $2.79M in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.