Citigroup
COSO

Citigroup’s CoastalSouth Bancshares COSO Stock Holding History

Citigroup’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 		$109K Buy
4,041
+3,609
+835% +$93.2K ﹤0.01% 4640
2026
Q1 		$10.6K Buy
432
+308
+248% +$7.47K ﹤0.01% 5012
2025
Q4 		$2.88K Buy
124
+70
+130% +$1.56K ﹤0.01% 5394
2025
Q3 		$1.18K Buy
+54
New +$1.17K ﹤0.01% 5602

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

Citigroup's COSO Position: Q2 2026 in Review

Citigroup increased its CoastalSouth Bancshares (COSO) stake by 835% in Q2 2026, buying an estimated $93.2K and bringing the position to 4,041 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #4640.

Citigroup first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Citigroup held 4,041 shares of CoastalSouth Bancshares worth $109K as of Q2 2026.
  • Citigroup bought 3,609 CoastalSouth Bancshares shares in Q2 2026, an estimated $93.2K.
  • CoastalSouth Bancshares made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4640 holding.
  • Citigroup first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.