Stifel Financial
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Stifel Financial’s Coastal Financial CCB Stock Holding History

Stifel 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 		$6.87M Sell
88,640
-5,244
-6% -$394K 0.01% 1232
2026
Q1 		$7.14M Buy
93,884
+34,230
+57% +$3.09M 0.01% 1137
2025
Q4 		$6.84M Buy
59,654
+115
+0.2% +$12.5K 0.01% 1158
2025
Q3 		$6.44M Sell
59,539
-7,207
-11% -$764K 0.01% 1172
2025
Q2 		$6.47M Buy
66,746
+621
+0.9% +$53.5K 0.01% 1113
2025
Q1 		$5.98M Sell
66,125
-4,800
-7% -$419K 0.01% 1091
2024
Q4 		$6.02M Hold
70,925
– – 0.01% 1107
2024
Q3 		$3.83M Buy
70,925
+4,925
+7% +$247K ﹤0.01% 1355
2024
Q2 		$3.05M Hold
66,000
– – ﹤0.01% 1440
2024
Q1 		$2.57M Hold
66,000
– – ﹤0.01% 1549
2023
Q4 		$2.93M Hold
66,000
– – ﹤0.01% 1422
2023
Q3 		$2.83M Sell
66,000
-10,000
-13% -$434K ﹤0.01% 1363
2023
Q2 		$2.86M Hold
76,000
– – ﹤0.01% 1389
2023
Q1 		$2.74M Buy
76,000
+1,000
+1% +$43.1K ﹤0.01% 1377
2022
Q4 		$3.56M Hold
75,000
– – 0.01% 1165
2022
Q3 		$2.98M Hold
75,000
– – ﹤0.01% 1213
2022
Q2 		$2.86M Hold
75,000
– – ﹤0.01% 1264
2022
Q1 		$3.43M Hold
75,000
– – ﹤0.01% 1258
2021
Q4 		$3.8M Hold
75,000
– – 0.01% 1218
2021
Q3 		$2.39M Hold
75,000
– – ﹤0.01% 1469
2021
Q2 		$2.14M Hold
75,000
– – ﹤0.01% 1562
2021
Q1 		$1.97M Hold
75,000
– – ﹤0.01% 1530
2020
Q4 		$1.57M Hold
75,000
– – ﹤0.01% 1535
2020
Q3 		$919K Sell
75,000
-29,386
-28% -$406K ﹤0.01% 1694
2020
Q2 		$1.52M Sell
104,386
-37,314
-26% -$492K ﹤0.01% 1305
2020
Q1 		$1.5M Buy
141,700
+1,350
+1% +$21.1K ﹤0.01% 1206
2019
Q4 		$2.3M Buy
140,350
+30,506
+28% +$493K ﹤0.01% 1250
2019
Q3 		$1.66M Sell
109,844
-27,665
-20% -$421K ﹤0.01% 1434
2019
Q2 		$2.12M Sell
137,509
-7,060
-5% -$115K 0.01% 1290
2019
Q1 		$2.45M Buy
144,569
+19,266
+15% +$304K 0.01% 1140
2018
Q4 		$1.91M Buy
125,303
+549
+0.4% +$8.47K 0.01% 1173
2018
Q3 		$2.13M Buy
+124,754
New +$2.06M 0.01% 1231

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

Stifel Financial's CCB Position: Q2 2026 in Review

Stifel Financial reduced its Coastal Financial (CCB) stake by 5.6% in Q2 2026, selling an estimated $394K and leaving 88,640 shares worth $6.87M. The position accounts for 0.01% of the portfolio, ranked #1232.

Stifel Financial first reported a position in CCB in Q3 2018 and has held it in 32 quarters since. The position peaked at $7.14M in Q1 2026. 194 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Stifel Financial held 88,640 shares of Coastal Financial worth $6.87M as of Q2 2026.
  • Stifel Financial sold 5,244 Coastal Financial shares in Q2 2026, an estimated $394K.
  • Coastal Financial made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1232 holding.
  • Stifel Financial first reported a position in Coastal Financial in Q3 2018 and has held it in 32 quarters since.
  • Stifel Financial's Coastal Financial position peaked at $7.14M in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.