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
Q2 		$1.02M Sell
38,111
-532
-1% -$13.7K 0.01% 734
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 $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

HB Wealth Management's COSO Position: Q2 2026 in Review

HB Wealth Management reduced its CoastalSouth Bancshares (COSO) stake by 1.4% in Q2 2026, selling an estimated $13.7K and leaving 38,111 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #734.

HB Wealth Management first reported a position in COSO in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • HB Wealth Management held 38,111 shares of CoastalSouth Bancshares worth $1.02M as of Q2 2026.
  • HB Wealth Management sold 532 CoastalSouth Bancshares shares in Q2 2026, an estimated $13.7K.
  • CoastalSouth Bancshares made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #734 holding.
  • HB Wealth Management first reported a position in CoastalSouth Bancshares in Q4 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.