Coastal Financial (CCB) Securities (2017 - 2026)

Coastal Financial's Securities history runs 10 years deep, the most recent figure standing at $46.2 million for Q1 2026.

• Quarterly Securities fell 1.75% year-over-year to $46.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $46.2 million (down 1.75% YoY) and the FY2025 annual result came in at $48.2 million, up 1.96% from the prior year.
• Securities was $46.2 million for Q1 2026 at Coastal Financial, down from $48.2 million in the prior quarter.
• Across five years, Securities topped out at $150.4 million in Q4 2023 and bottomed at $1.4 million in Q3 2022.
• A 5-year average of $73.4 million and a median of $48.9 million in 2024 frame the typical range for Securities.
• Annual changes were most pronounced in 2022 — Securities slumped 95.58% — and 2023, when it jumped 9746.14%.
• Coastal Financial's Securities stood at $98.4 million in 2022, then soared by 52.88% to $150.4 million in 2023, then slumped by 68.53% to $47.3 million in 2024, then climbed by 1.96% to $48.2 million in 2025, then decreased by 4.31% to $46.2 million in 2026.
• Business Quant data shows CCB's Securities at $46.2 million in Q1 2026, $48.2 million in Q4 2025, and $43.9 million in Q3 2025.