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
Q2 		$2.89M Hold
107,617
– – 0.23% 69
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 $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

KLCM Advisors's COSO Position: Q2 2026 in Review

KLCM Advisors held its CoastalSouth Bancshares (COSO) position steady in Q2 2026 at 107,617 shares worth $2.89M. The position accounts for 0.23% of the portfolio, ranked #69.

KLCM Advisors first reported a position in COSO in Q2 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • KLCM Advisors held 107,617 shares of CoastalSouth Bancshares worth $2.89M as of Q2 2026.
  • KLCM Advisors left its CoastalSouth Bancshares share count unchanged in Q2 2026.
  • CoastalSouth Bancshares made up 0.23% of KLCM Advisors's portfolio in Q2 2026, its #69 holding.
  • KLCM Advisors first reported a position in CoastalSouth Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 100 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.