Coastal Financial Corporation
US ˙ NasdaqGS ˙ US19046P2092

SecurityCCB / Coastal Financial Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership93,884 shares
Latest Disclosed Value $ 7,144,578
Stifel Financial Corp reports 57.38% increase in ownership of CCB / Coastal Financial Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 93,884 shares of Coastal Financial Corporation (US:CCB) valued at $7,144,572 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 59,654 shares of Coastal Financial Corporation. This represents a change in shares of 57.38% during the quarter. The current value of the position is $6,598,168 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F COASTAL FINL CORP WA COM NEW 19046P209 93,884 34,230 57.38 7,145 4.52 0.0015
2026-02-13 2025-12-31 13F COASTAL FINL CORP WA COM NEW 19046P209 59,654 115 0.19 6,836 6.13 0.0061
2025-11-12 2025-09-30 13F COASTAL FINL CORP WA COM NEW 19046P209 59,539 -7,207 -10.80 6,440 -0.39 0.0059
2025-08-14 2025-06-30 13F COASTAL FINL CORP WA COM NEW 19046P209 66,746 621 0.94 6,466 8.15 0.0063
2025-05-14 2025-03-31 13F COASTAL FINL CORP WA COM NEW 19046P209 66,125 -4,800 -6.77 5,978 -0.73 0.0064
2025-02-13 2024-12-31 13F COASTAL FINL CORP WA COM NEW 19046P209 70,925 0 0.00 6,022 57.27 0.0063
2024-11-14 2024-09-30 13F COASTAL FINL CORP WA COM NEW 19046P209 70,925 4,925 7.46 3,829 25.75 0.0040
2024-08-13 2024-06-30 13F COASTAL FINL CORP WA COM NEW 19046P209 66,000 0 0.00 3,045 18.71 0.0034
2024-05-14 2024-03-31 13F COASTAL FINL CORP WA COM NEW 19046P209 66,000 0 0.00 2,565 -12.49 0.0029
2024-02-12 2023-12-31 13F COASTAL FINL CORP WA COM NEW 19046P209 66,000 0 0.00 2,931 3.50 0.0037
2023-11-13 2023-09-30 13F COASTAL FINL CORP WA COM NEW 19046P209 66,000 -10,000 -13.16 2,832 -1.01 0.0040
2023-08-14 2023-06-30 13F COASTAL FINL CORP WA COM NEW 19046P209 76,000 0 0.00 2,861 4.57 0.0039
2023-05-12 2023-03-31 13F COASTAL FINL CORP WA COM NEW 19046P209 76,000 1,000 1.33 2,737 -23.23 0.0039
2023-02-13 2022-12-31 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 0 0.00 3,564 19.56 0.0053
2022-11-14 2022-09-30 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 0 0.00 2,981 4.27 0.0049
2022-08-15 2022-06-30 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 0 0.00 2,859 -16.67 0.0045
2022-05-13 2022-03-31 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 0 0.00 3,431 -9.64 0.0047
2022-02-14 2021-12-31 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 0 0.00 3,797 58.87 0.0050
2021-11-15 2021-09-30 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 0 0.00 2,390 11.58 0.0035
2021-08-13 2021-06-30 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 0 0.00 2,142 8.90 0.0032
2021-05-14 2021-03-31 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 0 0.00 1,967 24.89 0.0032
2021-02-12 2020-12-31 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 0 0.00 1,575 71.38 0.0028
2020-11-16 2020-09-30 13F COASTAL FINL CORP WA COM NEW 19046P209 75,000 -29,386 -28.15 919 -39.38 0.0019
2020-08-14 2020-06-30 13F COASTAL FINL CORP WA COM NEW 19046P209 104,386 -37,314 -26.33 1,516 1.13 0.0035
2020-05-14 2020-03-31 13F COASTAL FINL CORP WA COM NEW 19046P209 141,700 1,350 0.96 1,499 -34.94 0.0041
2020-02-13 2019-12-31 13F COASTAL FINL CORP WA COM NEW 19046P209 140,350 30,506 27.77 2,304 38.46 0.0048
2019-11-19 2019-09-30 13F/A-1 COASTAL FINL CORP WA COM NEW 19046P209 109,844 -27,665 -20.12 1,664 -21.62 0.0042
2019-11-13 2019-09-30 13F COASTAL FINL CORP WA COM NEW 19046P209 109,844 -27,665 1,664 932.7554
2019-08-14 2019-06-30 13F COASTAL FINL CORP WA COM NEW 19046P209 137,509 -7,060 -4.88 2,123 -13.35 0.0055
2019-05-14 2019-03-31 13F COASTAL FINL CORP WA COM NEW 19046P209 144,569 19,266 15.38 2,450 28.54 0.0069
2019-02-13 2018-12-31 13F COASTAL FINL CORP WA COM NEW 19046P209 125,303 549 0.44 1,906 -10.39 0.0062
2018-11-13 2018-09-30 13F COASTAL FINL CORP WA COM NEW 19046P209 124,754 124,754 2,127 0.0061
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.