IA
COSO

IFP Advisors’s CoastalSouth Bancshares COSO Stock Holding History

IFP Advisors’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 		$4.21K Buy
157
+137
+685% +$3.54K ﹤0.01% 3884
2026
Q1 		$492 Hold
20
– – ﹤0.01% 4423
2025
Q4 		$465 Buy
+20
New +$445 ﹤0.01% 4300

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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors's COSO Position: Q2 2026 in Review

IFP Advisors increased its CoastalSouth Bancshares (COSO) stake by 685% in Q2 2026, buying an estimated $3.54K and bringing the position to 157 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3884.

IFP Advisors first reported a position in COSO in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • IFP Advisors held 157 shares of CoastalSouth Bancshares worth $4.21K as of Q2 2026.
  • IFP Advisors bought 137 CoastalSouth Bancshares shares in Q2 2026, an estimated $3.54K.
  • CoastalSouth Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3884 holding.
  • IFP Advisors first reported a position in CoastalSouth Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.