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
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

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

Raymond James Financial's CCB Position: Q2 2026 in Review

Raymond James Financial increased its Coastal Financial (CCB) stake by 6.6% in Q2 2026, buying an estimated $27.1K and bringing the position to 5,831 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #4583.

Raymond James Financial first reported a position in CCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $838K in Q4 2025. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Raymond James Financial held 5,831 shares of Coastal Financial worth $452K as of Q2 2026.
  • Raymond James Financial bought 361 Coastal Financial shares in Q2 2026, an estimated $27.1K.
  • Coastal Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4583 holding.
  • Raymond James Financial first reported a position in Coastal Financial in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Coastal Financial position peaked at $838K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.