HWM
COSO

HB Wealth Management’s CoastalSouth Bancshares COSO Stock Holding History

HB Wealth Management’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
Q1 		$950K Buy
38,643
+459
+1% +$11.1K 0.01% 686
2025
Q4 		$888K Buy
+38,184
New +$849K 0.01% 675

Other funds holding COSO

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $431M AUM 17.43% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HB Wealth Management's COSO Position: Q1 2026 in Review

HB Wealth Management increased its CoastalSouth Bancshares (COSO) stake by 1.2% in Q1 2026, buying an estimated $11.1K and bringing the position to 38,643 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #686.

HB Wealth Management first reported a position in COSO in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold COSO as of Q1 2026.

  • HB Wealth Management held 38,643 shares of CoastalSouth Bancshares worth $950K as of Q1 2026.
  • HB Wealth Management bought 459 CoastalSouth Bancshares shares in Q1 2026, an estimated $11.1K.
  • CoastalSouth Bancshares made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #686 holding.
  • HB Wealth Management first reported a position in CoastalSouth Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.