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
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 $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

Jefferies Financial Group's CCB Position: Q1 2026 in Review

Jefferies Financial Group increased its Coastal Financial (CCB) stake by 57% in Q1 2026, buying an estimated $104K and bringing the position to 3,201 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Jefferies Financial Group first reported a position in CCB in Q4 2025 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Jefferies Financial Group held 3,201 shares of Coastal Financial worth $244K as of Q1 2026.
  • Jefferies Financial Group bought 1,156 Coastal Financial shares in Q1 2026, an estimated $104K.
  • Coastal Financial made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1443 holding.
  • Jefferies Financial Group first reported a position in Coastal Financial in Q4 2025 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.