JFG
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Jefferies Financial Group’s Coastal Financial CCB Stock Holding History

Jefferies Financial Group’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 		– Sell
-3,201
Closed -$244K – 1698
2026
Q1 		$244K Buy
3,201
+1,156
+57% +$104K ﹤0.01% 1443
2025
Q4 		$234K Buy
+2,045
New +$223K ﹤0.01% 1572

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

Jefferies Financial Group's CCB Position: Q2 2026 in Review

Jefferies Financial Group sold out of Coastal Financial (CCB) in Q2 2026, closing a stake of 3,201 shares — an estimated $244K sold.

Jefferies Financial Group first reported a position in CCB in Q4 2025 and held it in 2 quarters. The position peaked at $244K in Q1 2026. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Jefferies Financial Group reported no remaining Coastal Financial position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 3,201 Coastal Financial shares in Q2 2026, an estimated $244K.
  • Jefferies Financial Group first reported a position in Coastal Financial in Q4 2025 and held it in 2 quarters.
  • Jefferies Financial Group's Coastal Financial position peaked at $244K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.