KA
COSO

KLCM Advisors’s CoastalSouth Bancshares COSO Stock Holding History

KLCM 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
Q1 		$2.65M Hold
107,617
– – 0.22% 69
2025
Q4 		$2.5M Buy
107,617
+17,143
+19% +$381K 0.21% 66
2025
Q3 		$1.97M Buy
90,474
+53,428
+144% +$1.16M 0.2% 62
2025
Q2 		$789K Buy
+37,046
New +$789K 0.08% 96

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

KLCM Advisors's COSO Position: Q1 2026 in Review

KLCM Advisors held its CoastalSouth Bancshares (COSO) position steady in Q1 2026 at 107,617 shares worth $2.65M. The position accounts for 0.22% of the portfolio, ranked #69.

KLCM Advisors first reported a position in COSO in Q2 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold COSO as of Q1 2026.

  • KLCM Advisors held 107,617 shares of CoastalSouth Bancshares worth $2.65M as of Q1 2026.
  • KLCM Advisors left its CoastalSouth Bancshares share count unchanged in Q1 2026.
  • CoastalSouth Bancshares made up 0.22% of KLCM Advisors's portfolio in Q1 2026, its #69 holding.
  • KLCM Advisors first reported a position in CoastalSouth Bancshares in Q2 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.