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
Q2 		$1.15M Sell
42,732
-1,755
-4% -$45.3K 0.02% 501
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 $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

Kennedy Capital Management's COSO Position: Q2 2026 in Review

Kennedy Capital Management reduced its CoastalSouth Bancshares (COSO) stake by 3.9% in Q2 2026, selling an estimated $45.3K and leaving 42,732 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #501.

Kennedy Capital Management first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Kennedy Capital Management held 42,732 shares of CoastalSouth Bancshares worth $1.15M as of Q2 2026.
  • Kennedy Capital Management sold 1,755 CoastalSouth Bancshares shares in Q2 2026, an estimated $45.3K.
  • CoastalSouth Bancshares made up 0.02% of Kennedy Capital Management's portfolio in Q2 2026, its #501 holding.
  • Kennedy Capital Management first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.