Coastal Financial (CCB) Securities (2017 - 2026)
Coastal Financial (CCB) posted Securities of $45.25 million for Q2 2026, down 0.7% from $45.58 million a year earlier and down 2.0% from the prior quarter.
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Analysis
Coastal Financial (CCB) Securities (2017 - 2026) Analysis & Trends
At the end of FY2025, Coastal Financial's Securities came in at $48.25 million, up 2.0% from FY2024.
- Annual Securities shows a five-year compound annual growth rate of 0.7% (FY2020 to FY2025).
- In prior years, Coastal Financial's Securities was $47.32 million in FY2024 (-68.5%), $150.36 million in FY2023 (+52.9%), $98.35 million in FY2022 (+34.2%) and $73.3 million in FY2021 (+57.3%).
- Quarterly Securities has run from a low of $43.94 million in Q3 2025 to a high of $272.33 million in Q1 2022 over five years.
- On a year-over-year basis, Securities increased in 1 of the last eight quarters, with an average decline of 19.7%.
- The strongest year-over-year quarter for Securities in the past five years was Q1 2022, with growth of 493.5%; the weakest was Q4 2024, with a decline of 68.5%.
- According to Business Quant data, Securities for the three prior quarters was $46.17 million (Q1 2026), $48.25 million (Q4 2025) and $43.94 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Securities (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 895.36 Bn | 924.83 Bn | - | - |
| 2 | Banco Santander Chile | 425.01 Bn | 544.95 Bn | - | - |
| 3 | Bank Of America | 389.22 Bn | -1,986.85 Bn | - | 869.22 Bn |
| 4 | Hsbc Holdings | 347.56 Bn | 347.61 Bn | - | - |
| 5 | Morgan Stanley | 304.44 Bn | -204.66 Bn | - | - |
| 6 | Royal Bank Of Canada | 281.54 Bn | 132.29 Bn | - | 463.43 Bn |
| 7 | Mitsubishi Ufj Financial | 277.23 Bn | -1,311.26 Bn | 10.89 Bn | 552.94 Bn |
| 8 | Goldman Sachs | 267.12 Bn | -3,289.99 Bn | - | 10.12 Bn |
| 9 | Wells Fargo & Company | 244.76 Bn | 246.90 Bn | - | - |
| 10 | Coastal Financial | 573.64 Mn | 573.64 Mn | - | 45.25 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 45.25 Mn |
| Mar 31, 2026 | 46.17 Mn |
| Dec 31, 2025 | 48.25 Mn |
| Sep 30, 2025 | 43.94 Mn |
| Jun 30, 2025 | 45.58 Mn |
| Mar 31, 2025 | 46.99 Mn |
| Dec 31, 2024 | 47.32 Mn |
| Sep 30, 2024 | 48.62 Mn |
| Jun 30, 2024 | 49.21 Mn |
| Mar 31, 2024 | 50.09 Mn |
| Dec 31, 2023 | 150.36 Mn |
| Sep 30, 2023 | 141.49 Mn |
| Jun 30, 2023 | 110.73 Mn |
| Mar 31, 2023 | 101.70 Mn |
| Dec 31, 2022 | 98.35 Mn |
| Sep 30, 2022 | 197.62 Mn |
| Jun 30, 2022 | 219.55 Mn |
| Mar 31, 2022 | 272.33 Mn |
| Dec 31, 2021 | 73.30 Mn |
| Sep 30, 2021 | 69.94 Mn |
API Access
Coastal Financial Securities API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=securities&ticker=CCB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities", "ticker": "CCB", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=securities&ticker=CCB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();