Raymond James Financial
CCB icon

Raymond James Financial’s Coastal Financial CCB Stock Holding History

Raymond James 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
Q3 		$315K Buy
7,886
+2,055
+35% +$115K ﹤0.01% 4833
2026
Q2 		$452K Buy
5,831
+361
+7% +$27.1K ﹤0.01% 4583
2026
Q1 		$416K Sell
5,470
-1,840
-25% -$166K ﹤0.01% 4476
2025
Q4 		$838K Buy
7,310
+196
+3% +$21.4K ﹤0.01% 3894
2025
Q3 		$770K Sell
7,114
-258
-3% -$27.3K ﹤0.01% 3852
2025
Q2 		$714K Buy
7,372
+1,105
+18% +$95.2K ﹤0.01% 3784
2025
Q1 		$567K Hold
6,267
– – ﹤0.01% 3865
2024
Q4 		$532K Buy
+6,267
New +$437K ﹤0.01% 3864

Other funds holding CCB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Raymond James Financial's CCB Position: Q3 2026 in Review

Raymond James Financial increased its Coastal Financial (CCB) stake by 35% in Q3 2026, buying an estimated $115K and bringing the position to 7,886 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #4833.

Raymond James Financial first reported a position in CCB in Q4 2024 and has held it in 8 quarters since. The position peaked at $838K in Q4 2025. 132 funds tracked by Wall St. Rank hold CCB as of Q3 2026.

  • Raymond James Financial held 7,886 shares of Coastal Financial worth $315K as of Q3 2026.
  • Raymond James Financial bought 2,055 Coastal Financial shares in Q3 2026, an estimated $115K.
  • Coastal Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4833 holding.
  • Raymond James Financial first reported a position in Coastal Financial in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's Coastal Financial position peaked at $838K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.