Coastal Financial (CCB) Securities - Held-to-maturity (2017 - 2026)
Coastal Financial (CCB) reported Securities - Held-to-maturity of $44.7 million for Q3 2026, up 1.8% from $43.91 million a year earlier but down 1.2% from the prior quarter.
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Analysis
Coastal Financial (CCB) Securities - Held-to-maturity (2017 - 2026) Analysis & Trends
At the end of FY2025, Coastal Financial posted Securities - Held-to-maturity of $48.22 million, up 2.0% from FY2024.
- Securities - Held-to-maturity has a five-year compound annual growth rate of 76.1% (FY2020 to FY2025).
- By year, Securities - Held-to-maturity came in at $47.29 million in FY2024 (-7.0%), $50.86 million in FY2023, $1.04 million in FY2022 (-20.1%) and $1.3 million in FY2021 (-54.5%).
- Five-year quarterly Securities - Held-to-maturity spans a low of $1.04 million in Q4 2022 and a high of $50.86 million in Q4 2023.
- Year over year, Securities - Held-to-maturity gained in two of the last eight quarters, with an average decline of 3.6%.
- The high point for year-over-year Securities - Held-to-maturity in five years was Q2 2023 (growth of 896.3%); the low point was Q4 2021 (a decline of 54.5%).
- Per Business Quant data, the three quarters before Q3 2026 came in at $45.22 million (Q2 2026), $46.14 million (Q1 2026) and $48.22 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn |
| 10 | Coastal Financial | 656.03 Mn | 655.92 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 44.70 Mn |
| Jun 30, 2026 | 45.22 Mn |
| Mar 31, 2026 | 46.14 Mn |
| Dec 31, 2025 | 48.22 Mn |
| Sep 30, 2025 | 43.91 Mn |
| Jun 30, 2025 | 45.54 Mn |
| Mar 31, 2025 | 46.96 Mn |
| Dec 31, 2024 | 47.29 Mn |
| Sep 30, 2024 | 48.58 Mn |
| Jun 30, 2024 | 49.17 Mn |
| Mar 31, 2024 | 50.05 Mn |
| Dec 31, 2023 | 50.86 Mn |
| Sep 30, 2023 | 42.55 Mn |
| Jun 30, 2023 | 12.56 Mn |
| Mar 31, 2023 | 3.71 Mn |
| Dec 31, 2022 | 1.04 Mn |
| Sep 30, 2022 | 1.25 Mn |
| Jun 30, 2022 | 1.26 Mn |
| Mar 31, 2022 | 1.29 Mn |
| Dec 31, 2021 | 1.30 Mn |
API Access
Coastal Financial Securities - Held-to-maturity 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-held-to-maturity&ticker=CCB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "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-held-to-maturity&ticker=CCB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();