Fidelity Investments
COSO

Fidelity Investments’s CoastalSouth Bancshares COSO Stock Holding History

Fidelity Investments’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 		$618 Buy
23
+21
+1,050% +$542 ﹤0.01% 5298
2026
Q1 		$49 Buy
+2
New +$49 ﹤0.01% 5299
2025
Q4 		– Sell
-2
Closed -$44 – 5668
2025
Q3 		$44 Buy
+2
New +$43 ﹤0.01% 5259

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

Fidelity Investments's COSO Position: Q2 2026 in Review

Fidelity Investments increased its CoastalSouth Bancshares (COSO) stake by 1,050% in Q2 2026, buying an estimated $542 and bringing the position to 23 shares worth $618. The position accounts for ﹤0.01% of the portfolio, ranked #5298.

Fidelity Investments first reported a position in COSO in Q3 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Fidelity Investments held 23 shares of CoastalSouth Bancshares worth $618 as of Q2 2026.
  • Fidelity Investments bought 21 CoastalSouth Bancshares shares in Q2 2026, an estimated $542.
  • CoastalSouth Bancshares made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5298 holding.
  • Fidelity Investments first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.