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
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 $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

Bleakley Financial Group's COSO Position: Q1 2026 in Review

Bleakley Financial Group increased its CoastalSouth Bancshares (COSO) stake by 0.05% in Q1 2026, buying an estimated $1.02K and bringing the position to 88,136 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #375.

Bleakley Financial Group first reported a position in COSO in Q3 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold COSO as of Q1 2026.

  • Bleakley Financial Group held 88,136 shares of CoastalSouth Bancshares worth $2.17M as of Q1 2026.
  • Bleakley Financial Group bought 42 CoastalSouth Bancshares shares in Q1 2026, an estimated $1.02K.
  • CoastalSouth Bancshares made up 0.03% of Bleakley Financial Group's portfolio in Q1 2026, its #375 holding.
  • Bleakley Financial Group first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.