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
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

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

Raymond James Financial's CCB Position: Q1 2026 in Review

Raymond James Financial reduced its Coastal Financial (CCB) stake by 25% in Q1 2026, selling an estimated $166K and leaving 5,470 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #4476.

Raymond James Financial first reported a position in CCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $838K in Q4 2025. 182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

  • Raymond James Financial held 5,470 shares of Coastal Financial worth $416K as of Q1 2026.
  • Raymond James Financial sold 1,840 Coastal Financial shares in Q1 2026, an estimated $166K.
  • Coastal Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4476 holding.
  • Raymond James Financial first reported a position in Coastal Financial in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Coastal Financial position peaked at $838K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.