Bank of New York Mellon
COSO

Bank of New York Mellon’s CoastalSouth Bancshares COSO Stock Holding History

Bank of New York Mellon’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 		$574K Buy
21,375
+784
+4% +$20.2K ﹤0.01% 3678
2026
Q1 		$506K Buy
20,591
+503
+3% +$12.2K ﹤0.01% 3596
2025
Q4 		$467K Sell
20,088
-863
-4% -$19.2K ﹤0.01% 3648
2025
Q3 		$457K Buy
+20,951
New +$453K ﹤0.01% 3652

Other funds holding COSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Bank of New York Mellon's COSO Position: Q2 2026 in Review

Bank of New York Mellon increased its CoastalSouth Bancshares (COSO) stake by 3.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 21,375 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #3678.

Bank of New York Mellon first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Bank of New York Mellon held 21,375 shares of CoastalSouth Bancshares worth $574K as of Q2 2026.
  • Bank of New York Mellon bought 784 CoastalSouth Bancshares shares in Q2 2026, an estimated $20.2K.
  • CoastalSouth Bancshares made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3678 holding.
  • Bank of New York Mellon first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.