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Essential Partners’s CoastalSouth Bancshares COSO Stock Holding History

Essential 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
Q3 		$996 Buy
38
+14
+58% +$380 ﹤0.01% 2190
2026
Q2 		$644 Buy
24
+13
+118% +$336 ﹤0.01% 2410
2026
Q1 		$270 Buy
11
+3
+38% +$73 ﹤0.01% 2566
2025
Q4 		$186 Buy
+8
New +$178 ﹤0.01% 2442

Other funds holding COSO

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
DSC
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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's COSO Position: Q3 2026 in Review

Essential Partners increased its CoastalSouth Bancshares (COSO) stake by 58% in Q3 2026, buying an estimated $380 and bringing the position to 38 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Essential Partners first reported a position in COSO in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold COSO as of Q3 2026.

  • Essential Partners held 38 shares of CoastalSouth Bancshares worth $996 as of Q3 2026.
  • Essential Partners bought 14 CoastalSouth Bancshares shares in Q3 2026, an estimated $380.
  • CoastalSouth Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2190 holding.
  • Essential Partners first reported a position in CoastalSouth Bancshares in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.