CWP
COSO

Curated Wealth Partners’s CoastalSouth Bancshares COSO Stock Holding History

Curated Wealth Partners’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 		$29K Buy
+25,000
New +$646K ﹤0.01% 743

Other funds holding COSO

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Curated Wealth Partners's COSO Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in CoastalSouth Bancshares (COSO) in Q2 2026: 25,000 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings.

7 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Curated Wealth Partners held 25,000 shares of CoastalSouth Bancshares worth $29K as of Q2 2026.
  • CoastalSouth Bancshares was a new Curated Wealth Partners position in Q2 2026.
  • CoastalSouth Bancshares made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #743 holding.
  • 7 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.