Coastal Financial (CCB) Securities - Held-to-maturity (2017 - 2026)

Coastal Financial's Securities - Held-to-maturity history runs 10 years deep, the most recent figure standing at $46.1 million for Q1 2026.

• Quarterly Securities - Held-to-maturity fell 1.74% year-over-year to $46.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $46.1 million (down 1.74% YoY) and the FY2025 annual result came in at $48.2 million, up 1.97% from the prior year.
• Securities - Held-to-maturity was $46.1 million for Q1 2026 at Coastal Financial, down from $48.2 million in the prior quarter.
• Across five years, Securities - Held-to-maturity topped out at $50.9 million in Q4 2023 and bottomed at $1.0 million in Q4 2022.
• A 5-year average of $31.8 million and a median of $45.5 million in 2025 frame the typical range for Securities - Held-to-maturity.
• Annual changes were most pronounced in 2022 — Securities - Held-to-maturity sank 48.87% — and 2023, when it jumped 4809.27%.
• Coastal Financial's Securities - Held-to-maturity stood at $1.0 million in 2022, then soared by 4809.27% to $50.9 million in 2023, then dropped by 7.03% to $47.3 million in 2024, then rose by 1.97% to $48.2 million in 2025, then slipped by 4.31% to $46.1 million in 2026.
• Business Quant data shows CCB's Securities - Held-to-maturity at $46.1 million in Q1 2026, $48.2 million in Q4 2025, and $43.9 million in Q3 2025.