Jefferies Group's CCB Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,201 shares of Coastal Financial Corporation (CCB) worth $243,596, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Jefferies Group has initiated a new position in CCB, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 1,156 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Coastal Financial Corporation (CCB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Coastal Financial Corporation (CCB) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,156 | Add 56.53% | 3,201 | $76.10 |
| Q4 2025 | +2,045 | New Buy | 2,045 | $114.59 |
Jefferies Group's Coastal Financial Corporation Investment FAQs
Jefferies Group first purchased Coastal Financial Corporation (CCB) in Q4 2025, acquiring 2,045 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Coastal Financial Corporation (CCB) for 2 quarters since Q4 2025.
Jefferies Group's largest addition to Coastal Financial Corporation (CCB) was in Q4 2025, adding 2,045 shares worth $234,337.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,201 shares of Coastal Financial Corporation (CCB), valued at approximately $243,596.
As of the Q1 2026 filing, Coastal Financial Corporation (CCB) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Coastal Financial Corporation (CCB) was 3,201 shares, as reported at the end of Q1 2026.