JO
COSO

John Overdeck’s CoastalSouth Bancshares COSO Stock Holding History

John Overdeck’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 		$11M Buy
408,489
+308,434
+308% +$7.96M 0.01% 1463
2026
Q1 		$2.46M Buy
+100,055
New +$2.43M ﹤0.01% 2601

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's COSO Position: Q2 2026 in Review

John Overdeck increased its CoastalSouth Bancshares (COSO) stake by 308% in Q2 2026, buying an estimated $7.96M and bringing the position to 408,489 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #1463.

John Overdeck first reported a position in COSO in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • John Overdeck held 408,489 shares of CoastalSouth Bancshares worth $11M as of Q2 2026.
  • John Overdeck bought 308,434 CoastalSouth Bancshares shares in Q2 2026, an estimated $7.96M.
  • CoastalSouth Bancshares made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1463 holding.
  • John Overdeck first reported a position in CoastalSouth Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.