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	$403K	Buy	5,200 +500	+11%	+$37.6K	﹤0.01%	10396
2026 Q1	$358K	Buy	+4,700	New	+$425K	﹤0.01%	10478
2025 Q3	–	Sell	-6,400	Closed	-$620K	–	12504
2025 Q2	$620K	Buy	6,400 +4,100	+178%	+$353K	﹤0.01%	8672
2025 Q1	$208K	Buy	+2,300	New	+$201K	﹤0.01%	10853
2024 Q3	–	Sell	-27,900	Closed	-$1.29M	–	12056
2024 Q2	$1.29M	Buy	+27,900	New	+$1.17M	﹤0.01%	6002
2023 Q4	–	Sell	-7,000	Closed	-$300K	–	12410
2023 Q3	$300K	Buy	+7,000	New	+$304K	﹤0.01%	9347
2022 Q4	–	Sell	-18,000	Closed	-$715K	–	12496
2022 Q3	$715K	Buy	+18,000	New	+$727K	﹤0.01%	7511

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.