Jump Financial’s Coastal Financial CCB Stock Holding History

Jump Financial’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	$1.23M	Buy	+15,818	New	+$1.19M	0.01%	1089
2026 Q1	–	Sell	-2,284	Closed	-$262K	–	1943
2025 Q4	$262K	Buy	+2,284	New	+$249K	﹤0.01%	1615
2025 Q3	–	Sell	-3,400	Closed	-$329K	–	1836
2025 Q2	$329K	Buy	+3,400	New	+$293K	﹤0.01%	1383
2024 Q4	–	Sell	-6,604	Closed	-$357K	–	1679
2024 Q3	$357K	Buy	+6,604	New	+$331K	0.01%	1234
2024 Q2	–	Sell	-7,988	Closed	-$310K	–	1841
2024 Q1	$310K	Buy	+7,988	New	+$316K	0.01%	1438
2023 Q1	–	Sell	-9,400	Closed	-$447K	–	1632
2022 Q4	$447K	Sell	9,400 -378	-4%	-$17.5K	0.02%	831
2022 Q3	$389K	Buy	9,778 +4,078	+72%	+$165K	0.02%	1007
2022 Q2	$217K	Hold	5,700	–	–	0.01%	1254
2022 Q1	$261K	Buy	+5,700	New	+$277K	0.01%	1142

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

Jump Financial's CCB Position: Q2 2026 in Review

Jump Financial opened a new position in Coastal Financial (CCB) in Q2 2026: 15,818 shares worth $1.23M. The stake represents 0.01% of the portfolio and ranks #1089 among its holdings. This is a return to the name: Jump Financial previously reported a position in CCB as recently as Q4 2025.

Jump Financial first reported a position in CCB in Q1 2022 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

Jump Financial held 15,818 shares of Coastal Financial worth $1.23M as of Q2 2026.
Coastal Financial was a new Jump Financial position in Q2 2026.
Coastal Financial made up 0.01% of Jump Financial's portfolio in Q2 2026, its #1089 holding.
Jump Financial first reported a position in Coastal Financial in Q1 2022 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.