GAMMA Investing
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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
Q3 		$6.45K Buy
246
+94
+62% +$2.55K ﹤0.01% 3549
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

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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

GAMMA Investing's COSO Position: Q3 2026 in Review

GAMMA Investing increased its CoastalSouth Bancshares (COSO) stake by 62% in Q3 2026, buying an estimated $2.55K and bringing the position to 246 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3549.

GAMMA Investing 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.

  • GAMMA Investing held 246 shares of CoastalSouth Bancshares worth $6.45K as of Q3 2026.
  • GAMMA Investing bought 94 CoastalSouth Bancshares shares in Q3 2026, an estimated $2.55K.
  • CoastalSouth Bancshares made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3549 holding.
  • GAMMA Investing 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 GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.