Carson Wealth (CWM LLC)
COSO

Carson Wealth (CWM LLC)’s CoastalSouth Bancshares COSO Stock Holding History

Carson Wealth (CWM LLC)’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 		$15.2K Buy
618
+399
+182% +$9.68K ﹤0.01% 4578
2025
Q4 		$5K Buy
+219
New +$4.87K ﹤0.01% 4865

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

Carson Wealth (CWM LLC)'s COSO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CoastalSouth Bancshares (COSO) stake by 182% in Q1 2026, buying an estimated $9.68K and bringing the position to 618 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4578.

Carson Wealth (CWM LLC) first reported a position in COSO in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold COSO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 618 shares of CoastalSouth Bancshares worth $15.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 399 CoastalSouth Bancshares shares in Q1 2026, an estimated $9.68K.
  • CoastalSouth Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4578 holding.
  • Carson Wealth (CWM LLC) first reported a position in CoastalSouth Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.