COASTAL FINANCIAL CORP (CCB) research
COASTAL FINANCIAL CORP- Sector
- Financial Services
- Industry
- Banks - Regional
- Last price
- $40.17
- As of
COASTAL FINANCIAL CORP (CCB): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-28.
As of . Source: SEC EDGAR filings for CCB. Method and limitations.
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Preview the CCB dossierActive signals for CCB
- highCONSENSUS_BUY
4 tracked funds increased CCB this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +140% to CCB (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +9021% to CCB (2026Q2)
- mediumNEW_POSITION
D. E. Shaw & Co., Inc. new position in CCB
- mediumEARNINGS_MISS
Q2-2026: Missed consensus by 371.2%, EPS $-2.76 vs $1.0176 estimate
FREE, NO ACCOUNT
Every signal on CCB, as it fires
You are seeing 5 of 8 signals recorded on CCB since 2026-05-29.
The five above landed across 3 days. The other 3 were recorded on 1 other days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in CCB (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| CITADEL ADVISORS LLCCUSIP 19046P209 · 2026Q2 | $18.2M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 19046P209 · 2026Q2 | $5.8M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 19046P209 · 2026Q2 | $3.7M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 19046P209 · 2026Q2 | $2.6M | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 19046P209 · 2026Q2 | $249K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, CCB
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
CCB against its peers
CCB's return on equity of 9.6% ranks in the 34th percentile of 21 Banks - Regional sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-06-30.
| Metric | CCB | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | n/a | 105M | n/a | 6 |
| Net margin | n/a | 134.1% | n/a | 6 |
| Return on equity | 9.6% | 11.7% | 34 | 21 |
| P / E | 13.1x | 12.3x | 57 | 19 |
Peers (21): GCBC, BWB, FBIZ, CIVB, UNTY, NRIM, HBCP, FFIC, BSVN, BWFG, ACNB, NPB, BSRR, CBNK, OBT, RRBI, WTBA, COFS, PFIS, PDLB, MSBI. Left out: WCCB (no annual filing), SUPV (period gap), ALPIB (no annual filing), PBAM (no annual filing). Fiscal periods ending between 2025-12-31 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (CCB: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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