EWA
COSO

EP Wealth Advisors’s CoastalSouth Bancshares COSO Stock Holding History

EP Wealth Advisors’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 		$203K Buy
+7,564
New +$195K ﹤0.01% 1503

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

EP Wealth Advisors's COSO Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in CoastalSouth Bancshares (COSO) in Q2 2026: 7,564 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1503 among its holdings.

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

  • EP Wealth Advisors held 7,564 shares of CoastalSouth Bancshares worth $203K as of Q2 2026.
  • CoastalSouth Bancshares was a new EP Wealth Advisors position in Q2 2026.
  • CoastalSouth Bancshares made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1503 holding.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.