GI
COSO

GAMMA Investing’s CoastalSouth Bancshares COSO Stock Holding History

GAMMA Investing’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 		$4.08K Buy
152
+33
+28% +$852 ﹤0.01% 3556
2026
Q1 		$2.93K Buy
119
+59
+98% +$1.43K ﹤0.01% 3552
2025
Q4 		$1.4K Buy
+60
New +$1.33K ﹤0.01% 3704

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
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

GAMMA Investing's COSO Position: Q2 2026 in Review

GAMMA Investing increased its CoastalSouth Bancshares (COSO) stake by 28% in Q2 2026, buying an estimated $852 and bringing the position to 152 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

GAMMA Investing first reported a position in COSO in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • GAMMA Investing held 152 shares of CoastalSouth Bancshares worth $4.08K as of Q2 2026.
  • GAMMA Investing bought 33 CoastalSouth Bancshares shares in Q2 2026, an estimated $852.
  • CoastalSouth Bancshares made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3556 holding.
  • GAMMA Investing first reported a position in CoastalSouth Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.