BFG
COSO

Bleakley Financial Group’s CoastalSouth Bancshares COSO Stock Holding History

Bleakley Financial Group’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 		$2.42M Buy
90,307
+2,171
+2% +$56.1K 0.03% 423
2026
Q1 		$2.17M Buy
88,136
+42
+0% +$1.02K 0.03% 375
2025
Q4 		$2.05M Hold
88,094
– – 0.04% 349
2025
Q3 		$1.92M Buy
+88,094
New +$1.91M 0.04% 297

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

Bleakley Financial Group's COSO Position: Q2 2026 in Review

Bleakley Financial Group increased its CoastalSouth Bancshares (COSO) stake by 2.5% in Q2 2026, buying an estimated $56.1K and bringing the position to 90,307 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #423.

Bleakley Financial Group first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Bleakley Financial Group held 90,307 shares of CoastalSouth Bancshares worth $2.42M as of Q2 2026.
  • Bleakley Financial Group bought 2,171 CoastalSouth Bancshares shares in Q2 2026, an estimated $56.1K.
  • CoastalSouth Bancshares made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #423 holding.
  • Bleakley Financial Group first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.