FFA
COSO

Farther Finance Advisors’s CoastalSouth Bancshares COSO Stock Holding History

Farther Finance 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 		$107 Buy
4
+1
+33% +$26 ﹤0.01% 5785
2026
Q1 		$74 Buy
+3
New +$73 ﹤0.01% 5543

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
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

Farther Finance Advisors's COSO Position: Q2 2026 in Review

Farther Finance Advisors increased its CoastalSouth Bancshares (COSO) stake by 33% in Q2 2026, buying an estimated $26 and bringing the position to 4 shares worth $107. The position accounts for ﹤0.01% of the portfolio, ranked #5785.

Farther Finance Advisors first reported a position in COSO in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Farther Finance Advisors held 4 shares of CoastalSouth Bancshares worth $107 as of Q2 2026.
  • Farther Finance Advisors bought 1 CoastalSouth Bancshares share in Q2 2026, an estimated $26.
  • CoastalSouth Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5785 holding.
  • Farther Finance Advisors first reported a position in CoastalSouth Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.