Allworth Financial
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Allworth Financial’s CoastalSouth Bancshares COSO Stock Holding History

Allworth Financial’s Portfolio COSO Stock Details COSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.42K Buy
90
+68
+309% +$1.76K ﹤0.01% 4431
2026
Q1 		$541 Buy
+22
New +$534 ﹤0.01% 4717

Other funds holding COSO

Patriot Financial Partners GP II
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Berkeley Capital Partners
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Mendon Capital Advisors
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Curi RMB Capital
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Fourthstone LLC
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Allworth Financial's COSO Position: Q2 2026 in Review

Allworth Financial increased its CoastalSouth Bancshares (COSO) stake by 309% in Q2 2026, buying an estimated $1.76K and bringing the position to 90 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #4431.

Allworth Financial first reported a position in COSO in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Allworth Financial held 90 shares of CoastalSouth Bancshares worth $2.42K as of Q2 2026.
  • Allworth Financial bought 68 CoastalSouth Bancshares shares in Q2 2026, an estimated $1.76K.
  • CoastalSouth Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4431 holding.
  • Allworth Financial first reported a position in CoastalSouth Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.