What is Coastal Financial's CCBX — investment securities?

Coastal Financial (CCB) reported CCBX — investment securities of $0 in Q1 2026.

What does CCBX — investment securities mean?

Represents the portfolio of investment-grade or other securities held by the CCBX segment to generate interest income and manage liquidity. This metric reflects the segment's strategy for deploying excess capital into interest-earning assets.

Coastal Financial CCB CCBX — Investment securities

Similar metrics at other companies

TFCCSBB — Interest Income (Expense), Operating

$2.5B+11.0%

SSRMCC&V — Interest Income

$140K—

GABCCore Banking — Interest on Securities and Other Short-term Investments

$13.32M-8.9%

ZIONTCBW — Interest Income (Expense), Operating

$20M+17.6%

TFCCSBB — Pre-Tax Income

$971M+27.6%

TFCCSBB — Noninterest income

$529M+5.2%

Other financials

Income statement

See full

Revenue$149.4M+7.1%

Net income$12.0M+23.5%

EPS (diluted)$0.78+23.8%

Balance sheet

See full

Cash & equivalents$1.5B+140%

Total debt$4.8M-9.3%

Total equity$503.8M+12.0%

Total assets$5.7B+30.5%

Cash flow

See full

Operating cash flow$76.0M+6.0%

CapEx$1.8M-33.3%

Free cash flow$74.1M+7.6%

Valuation

See full

Market cap$1.14B-11.7%

Enterprise value-$348.99M-152%

P/E23.2×-3.7×

P/S2.1×-0.2×

Profitability

See full

Net margin8.9%+0.5pp

FCF margin45.6%-0.5pp

Returns & leverage

See full

Return on equity10.3%-2.4pp

Debt / equity0×0.0×

Where this comes from

Reported directly by Coastal Financial in its filing.

Tagged under the XBRL concept us-gaap:DebtSecurities.

The official record: Coastal Financial’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Coastal Financial's CCBX — investment securities?: Coastal Financial (CCB) reported CCBX — investment securities of $0 in Q1 2026.
What does CCBX — investment securities mean?: Represents the portfolio of investment-grade or other securities held by the CCBX segment to generate interest income and manage liquidity. This metric reflects the segment's strategy for deploying excess capital into interest-earning assets.