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Coastal Financial CCB Total investment securities

Total investment securities at other companies

JPMorgan Chase logo
JPMorgan ChaseJPM
$786.36B+8.5%
Citizens Financial Services, Inc. logo
Citizens Financial Services, Inc.CZFS
$1.93M+9.2%
SBC
Seacoast Banking Corporation of FloridaSBCF
$135.6M+53.6%

Other financials

Income statement

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Revenue$178.1M+49.1%
Net income-$42.1M-482%
EPS (diluted)-$2.76-489%

Balance sheet

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Cash & equivalents$1.0B+40.1%
Total debt$4.5M-10.7%
Total equity$463.4M+0.4%
Total assets$5.5B+21.8%

Cash flow

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Operating cash flow$76.9M+16.4%
CapEx$2.2M+6.1%
Free cash flow$74.6M+16.7%

Valuation

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Market cap$692.83M-53.7%
Enterprise value-$311.1M-140%
P/S1.1×-1.6×

Profitability

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Net margin-0.6%-9.2pp
FCF margin42.9%-3.5pp

Returns & leverage

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Return on equity-0.8%-13.1pp
Debt / equity0.0×

Where this comes from

Reported directly by Coastal Financial in its filing.

Tagged under the XBRL concept us-gaap:DebtSecuritiesAvailableForSaleAndHeldToMaturityFairValue.

The source filing: Coastal Financial’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 11:01 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001437958-26-000061
June 30, 2026Amortized Cost / (dollars in thousands; unaudited)Gross Unrealized Gains / (dollars in thousands; unaudited)Gross Unrealized Losses / (dollars in thousands; unaudited)Fair Value / (dollars in thousands; unaudited)Allowance for Credit Losses
Available-for-sale
U.S. Agency collateralized mortgage obligations$28$(1)$27
Total available-for-sale securities28(1)27
Held-to-maturity
U.S. Agency residential mortgage-backed securities45,218518(403)45,333
Total investment securities$45,246$518$(404)$45,360

Item 1. Condensed Consolidated Financial Statements (unaudited)

FAQ

What is Coastal Financial's total investment securities?
Coastal Financial (CCB) reported total investment securities of $45.36M in Q2 2026.
How has Coastal Financial's total investment securities changed year-over-year?
Coastal Financial's total investment securities decreased by 0.6% year-over-year, from $45.65M to $45.36M.
What is the long-term trend for Coastal Financial's total investment securities?
Over 4 years (2021 to 2025), Coastal Financial's total investment securities has grown at a 7.4% compound annual growth rate (CAGR), from $36.68M to $48.74M.
What does total investment securities mean?
Total portfolio of investment securities including AFS, HTM, and equity securities — a bank's primary non-loan earning asset.

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