Arax Advisory Partners’s CoastalSouth Bancshares COSO Stock Holding History

Arax Advisory Partners’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	$689	Buy	+28	New	+$679	﹤0.01%	3367

Other funds holding COSO

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berkeley Capital Partners Milton, Georgia $431M AUM 17.43% 1-Year Est. Return

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return