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
Q2 		$6.71M Sell
250,001
-52,950
-17% -$1.37M 0.1% 207
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 $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
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi RMB Capital's COSO Position: Q2 2026 in Review

Curi RMB Capital reduced its CoastalSouth Bancshares (COSO) stake by 17% in Q2 2026, selling an estimated $1.37M and leaving 250,001 shares worth $6.71M. The position accounts for 0.1% of the portfolio, ranked #207.

Curi RMB Capital first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.45M in Q1 2026. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Curi RMB Capital held 250,001 shares of CoastalSouth Bancshares worth $6.71M as of Q2 2026.
  • Curi RMB Capital sold 52,950 CoastalSouth Bancshares shares in Q2 2026, an estimated $1.37M.
  • CoastalSouth Bancshares made up 0.1% of Curi RMB Capital's portfolio in Q2 2026, its #207 holding.
  • Curi RMB Capital first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Curi RMB Capital's CoastalSouth Bancshares position peaked at $7.45M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.