KCM
COSO

Kennedy Capital Management’s CoastalSouth Bancshares COSO Stock Holding History

Kennedy Capital 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 		$1.09M Buy
44,487
+4,399
+11% +$107K 0.02% 478
2025
Q4 		$932K Hold
40,088
– – 0.02% 491
2025
Q3 		$874K Buy
+40,088
New +$867K 0.02% 510

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

Kennedy Capital Management's COSO Position: Q1 2026 in Review

Kennedy Capital Management increased its CoastalSouth Bancshares (COSO) stake by 11% in Q1 2026, buying an estimated $107K and bringing the position to 44,487 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #478.

Kennedy Capital Management first reported a position in COSO in Q3 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold COSO as of Q1 2026.

  • Kennedy Capital Management held 44,487 shares of CoastalSouth Bancshares worth $1.09M as of Q1 2026.
  • Kennedy Capital Management bought 4,399 CoastalSouth Bancshares shares in Q1 2026, an estimated $107K.
  • CoastalSouth Bancshares made up 0.02% of Kennedy Capital Management's portfolio in Q1 2026, its #478 holding.
  • Kennedy Capital Management first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.