CRC
COSO

Curi RMB Capital’s CoastalSouth Bancshares COSO Stock Holding History

Curi RMB Capital’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 		$7.45M Buy
302,951
+59,490
+24% +$1.44M 0.13% 170
2025
Q4 		$5.66M Sell
243,461
-63,079
-21% -$1.4M 0.1% 208
2025
Q3 		$6.69M Buy
+306,540
New +$6.63M 0.12% 186

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Curi RMB Capital's COSO Position: Q1 2026 in Review

Curi RMB Capital increased its CoastalSouth Bancshares (COSO) stake by 24% in Q1 2026, buying an estimated $1.44M and bringing the position to 302,951 shares worth $7.45M. The position accounts for 0.13% of the portfolio, ranked #170.

Curi RMB Capital 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.

  • Curi RMB Capital held 302,951 shares of CoastalSouth Bancshares worth $7.45M as of Q1 2026.
  • Curi RMB Capital bought 59,490 CoastalSouth Bancshares shares in Q1 2026, an estimated $1.44M.
  • CoastalSouth Bancshares made up 0.13% of Curi RMB Capital's portfolio in Q1 2026, its #170 holding.
  • Curi RMB Capital 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 Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.