BWA
COSO

Basecamp Wealth Advisors’s CoastalSouth Bancshares COSO Stock Holding History

Basecamp Wealth Advisors’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 		$483 Buy
18
+4
+29% +$103 ﹤0.01% 1638
2026
Q1 		$344 Buy
+14
New +$340 ﹤0.01% 1797

Other funds holding COSO

PFPGI
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
BCP
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
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Basecamp Wealth Advisors's COSO Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its CoastalSouth Bancshares (COSO) stake by 29% in Q2 2026, buying an estimated $103 and bringing the position to 18 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Basecamp Wealth Advisors first reported a position in COSO in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Basecamp Wealth Advisors held 18 shares of CoastalSouth Bancshares worth $483 as of Q2 2026.
  • Basecamp Wealth Advisors bought 4 CoastalSouth Bancshares shares in Q2 2026, an estimated $103.
  • CoastalSouth Bancshares made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1638 holding.
  • Basecamp Wealth Advisors first reported a position in CoastalSouth Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.