ELCO Management
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ELCO Management’s CoastalSouth Bancshares COSO Stock Holding History

ELCO Management’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
Q3 		$208K Hold
7,935
– – 0.1% 158
2026
Q2 		$213K Sell
7,935
-4,096
-34% -$106K 0.09% 162
2026
Q1 		$296K Buy
12,031
+2,265
+23% +$54.9K 0.14% 125
2025
Q4 		$227K Sell
9,766
-1,349
-12% -$30K 0.14% 134
2025
Q3 		$242K Buy
+11,115
New +$240K 0.13% 131

Other funds holding COSO

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ELCO Management's COSO Position: Q3 2026 in Review

ELCO Management held its CoastalSouth Bancshares (COSO) position steady in Q3 2026 at 7,935 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #158.

ELCO Management first reported a position in COSO in Q3 2025 and has held it in 5 quarters since. The position peaked at $296K in Q1 2026. 14 funds tracked by Wall St. Rank hold COSO as of Q3 2026.

  • ELCO Management held 7,935 shares of CoastalSouth Bancshares worth $208K as of Q3 2026.
  • ELCO Management left its CoastalSouth Bancshares share count unchanged in Q3 2026.
  • CoastalSouth Bancshares made up 0.1% of ELCO Management's portfolio in Q3 2026, its #158 holding.
  • ELCO Management first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 5 quarters since.
  • ELCO Management's CoastalSouth Bancshares position peaked at $296K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.