AB
COSO

Amalgamated Bank’s CoastalSouth Bancshares COSO Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-172
Closed -$4K – 2955
2025
Q4 		$4K Buy
172
+22
+15% +$489 ﹤0.01% 2828
2025
Q3 		$3K Buy
+150
New +$3.25K ﹤0.01% 2917

Other funds holding COSO

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $431M AUM 17.43% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amalgamated Bank's COSO Position: Q1 2026 in Review

Amalgamated Bank sold out of CoastalSouth Bancshares (COSO) in Q1 2026, closing a stake of 172 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in COSO in Q3 2025 and held it in 2 quarters. The position peaked at $4K in Q4 2025. 83 funds tracked by Wall St. Rank hold COSO as of Q1 2026.

  • Amalgamated Bank reported no remaining CoastalSouth Bancshares position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 172 CoastalSouth Bancshares shares in Q1 2026, an estimated $4K.
  • Amalgamated Bank first reported a position in CoastalSouth Bancshares in Q3 2025 and held it in 2 quarters.
  • Amalgamated Bank's CoastalSouth Bancshares position peaked at $4K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.