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STIFEL FINANCIAL CORP

Position in CCB — Coastal Financial Corp

CIK 720672 ST. LOUIS, MO

Position in CCB

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$6,870,486
-$274,086 QoQ
Shares Held
88,640
-5.6% QoQ
Ownership
0.580%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $966,747,704 across 144 Banks - Regional names. CCB ranks #26 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,870,486 88,640
2026-03-31 $7,144,572 93,884
2025-12-31 $6,835,751 59,654
2025-09-30 $6,440,333 59,539
2025-06-30 $6,465,685 66,746
2025-03-31 $5,978,361 66,125
2024-12-31 $6,022,241 70,925
2024-09-30 $3,829,240 70,925
2024-06-30 $3,045,240 66,000
2024-03-31 $2,565,420 66,000
2023-12-31 $2,931,060 66,000
2023-09-30 $2,832,060 66,000
2023-06-30 $2,861,400 76,000
2023-03-31 $2,736,760 76,000
2022-12-31 $3,564,000 75,000
2022-09-30 $2,980,500 75,000
2022-06-30 $2,859,000 75,000
2022-03-31 $3,431,250 75,000
2021-12-31 $3,796,500 75,000
2021-09-30 $2,389,500 75,000
2021-06-30 $2,142,000 75,000
2021-03-31 $1,966,500 75,000
2020-12-31 $1,575,000 75,000
2020-09-30 $918,750 75,000
2020-06-30 $1,515,684 104,386
2020-03-31 $1,489,267 141,700