What is the 13F Pro Quality Score for CCB?

13F Pro ranks COASTAL FINANCIAL CORP (CCB) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CCB's current score at https://13fpro.ai/research/CCB (free sign-up required for the full ranking).

Which hedge funds own the most CCB stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CCB include BlackRock,, Azora Capital, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/CCB as soon as new 13F filings post.

Where does 13F Pro source CCB data?

All COASTAL FINANCIAL CORP fundamentals and ownership data come directly from SEC EDGAR. COASTAL FINANCIAL CORP files with the SEC under CIK 1437958. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CCB in?

COASTAL FINANCIAL CORP (CCB) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is CCB research updated on 13F Pro?

CCB's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

COASTAL FINANCIAL CORP(CCB)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

CCB Stock Analysis & AI Quality Score

AI stock analysis and institutional research for COASTAL FINANCIAL CORP (CCB), a Financials sector company. CCB is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), COASTAL FINANCIAL CORP reports net income of $12.0M, free cash flow of $74.1M. Top institutional holders of CCB by reported 13-F value include BlackRock,, Azora Capital, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. CCB trades on the Nasdaq exchange and files with the SEC under CIK 1437958. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CCB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COASTAL FINANCIAL CORP directly from SEC EDGAR.

Net Income

Q1 2026

$12.0M

Free Cash Flow

Q1 2026

$74.1M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Net Income

+5.4% YoY

$47.0MFY 2025

FY20 $15.1MFY21 $27.0MFY23 $44.6MFY25 $47.0M

EPS (Diluted)

-6.4% YoY

$3.06FY 2025

FY20 $1.24FY21 $2.16FY23 $3.27FY25 $3.06

Total Assets

+26.3% YoY

$4.74BFY 2025

FY20 $1.77BFY21 $2.64BFY23 $3.75BFY25 $4.74B

Op. Cash Flow

+32.9% YoY

$254.6MFY 2025

FY20 $19.3MFY21 $29.8MFY23 $191.5MFY25 $254.6M

Metric	FY 2025	FY 2023	FY 2021	FY 2020	FY 2019	FY 2017
Net Income	$47.0M +5.4%	$44.6M +65.1%	$27.0M +78.3%	$15.1M +14.7%	$13.2M +142.8%	$5.4M
EPS (Diluted)	$3.06 -6.4%	$3.27 +51.4%	$2.16 +74.2%	$1.24 +14.8%	$1.08 +83.1%	$0.59
Total Assets	$4.74B +26.3%	$3.75B +42.4%	$2.64B +49.2%	$1.77B +56.5%	$1.13B +40.1%	$805.8M
Operating Cash Flow	$254.6M +32.9%	$191.5M +541.7%	$29.8M +54.4%	$19.3M +41.4%	$13.7M +79.5%	$7.6M

AI Insight: CCB Financial Trends

Equity base expanded 59% from $317M to $504M over eight quarters while net income remains rangebound at $10M–$14M, pressuring returns.

• Equity grew steadily from $317M in Q2 2024 to $504M in Q1 2026, a $187M or ~59% increase over eight quarters.

• Net income has stayed in a narrow $10M–$14M band since Q2 2024, showing no meaningful earnings growth despite balance sheet expansion.

• Operating cash flow rebounded to $76M in Q1 2026, the highest in the observed period, after declining to $58M in Q4 2025.

⚠ Return on equity is compressing: equity rose 59% while net income is flat — a sustained drag on ROE if earnings don't accelerate.

⚠ Operating CF is volatile, swinging from $76M in Q1 2026 down to $58M in Q4 2025 — consistency needs monitoring.

AI Insight: CCB Ratio Trends

CCB's returns have deteriorated sharply from their Q3 2024 peak, with ROIC falling from 19.7% to 11.6% in Q1 2026.

• ROIC peaked at 19.7% in Q3 2024 and has since contracted to 11.6% in Q1 2026, an 8.1pp decline.

• ROE dropped from 16.2% in Q3 2024 to 9.5% in Q1 2026, falling below 10% for the second consecutive quarter.

• ROA compressed from 1.3% in Q3–Q4 2024 to 0.9% in Q1 2026, matching the cyclical trough seen in Q1 2025.

• A modest recovery from Q1 2025 lows through Q3 2025 stalled; Q4 2025 and Q1 2026 resumed the downtrend.

⚠ ROA of 0.9% in Q1 2026 matches the Q1 2025 trough — failure to recover would signal structural, not seasonal, pressure.

⚠ ROIC of 11.6% in Q1 2026 versus the TTM 12.7% suggests the latest quarter is dragging the trailing average down.

⚠ Whether the mid-2025 partial recovery (ROIC 10.5%→15.1%) can reassert itself in coming quarters is the key inflection to monitor.

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Available Research

13F Pro tracks comprehensive data for COASTAL FINANCIAL CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CCB

BlackRock, Inc.
$74.1M973,859 sh
Azora Capital LP
$50.1M658,617 sh
VANGUARD CAPITAL MANAGEMENT LLC
$42.8M562,222 sh
STATE STREET CORP
$42.2M554,958 sh
WELLINGTON MANAGEMENT GROUP LLP
$34.0M447,432 sh
AMERICAN CENTURY COMPANIES INC
$31.9M418,674 sh
FMR LLC
$28.2M370,756 sh
DIMENSIONAL FUND ADVISORS LP
$27.4M359,571 sh
MANUFACTURERS LIFE INSURANCE COMPANY, THE
$25.7M337,819 sh
WESTWOOD HOLDINGS GROUP INC
$25.2M331,360 sh

Fund	Value	Shares
BlackRock, Inc.	$74.1M	973,859
Azora Capital LP	$50.1M	658,617
VANGUARD CAPITAL MANAGEMENT LLC	$42.8M	562,222
STATE STREET CORP	$42.2M	554,958
WELLINGTON MANAGEMENT GROUP LLP	$34.0M	447,432
AMERICAN CENTURY COMPANIES INC	$31.9M	418,674
FMR LLC	$28.2M	370,756
DIMENSIONAL FUND ADVISORS LP	$27.4M	359,571
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$25.7M	337,819
WESTWOOD HOLDINGS GROUP INC	$25.2M	331,360

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Is CCB a good stock to buy?

13F Pro's AI-powered analysis of COASTAL FINANCIAL CORP (CCB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CCB are available on the CCB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CCB?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CCB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of COASTAL FINANCIAL CORP's investment landscape.