EWA
COSO

EverSource Wealth Advisors’s CoastalSouth Bancshares COSO Stock Holding History

EverSource 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 		$860 Buy
32
+19
+146% +$491 ﹤0.01% 4013
2026
Q1 		$319 Buy
13
+2
+18% +$49 ﹤0.01% 4130
2025
Q4 		$256 Buy
+11
New +$245 ﹤0.01% 3999

Other funds holding COSO

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

EverSource Wealth Advisors increased its CoastalSouth Bancshares (COSO) stake by 146% in Q2 2026, buying an estimated $491 and bringing the position to 32 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #4013.

EverSource Wealth Advisors first reported a position in COSO in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • EverSource Wealth Advisors held 32 shares of CoastalSouth Bancshares worth $860 as of Q2 2026.
  • EverSource Wealth Advisors bought 19 CoastalSouth Bancshares shares in Q2 2026, an estimated $491.
  • CoastalSouth Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4013 holding.
  • EverSource Wealth Advisors first reported a position in CoastalSouth Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.