MAI Capital Management
COSO icon

MAI Capital Management’s CoastalSouth Bancshares COSO Stock Holding History

MAI 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 		– Sell
-80
Closed -$1.97K – 5028
2026
Q1 		$1.97K Buy
80
+77
+2,567% +$1.87K ﹤0.01% 3934
2025
Q4 		$70 Buy
+3
New +$67 ﹤0.01% 4206

Other funds holding COSO

Patriot Financial Partners GP II
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BlackRock
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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
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Berkeley Capital Partners
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
Mendon Capital Advisors
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Curi RMB Capital
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Fourthstone LLC
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

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

MAI Capital Management sold out of CoastalSouth Bancshares (COSO) in Q2 2026, closing a stake of 80 shares — an estimated $1.97K sold.

MAI Capital Management first reported a position in COSO in Q4 2025 and held it in 2 quarters. The position peaked at $1.97K in Q1 2026. 100 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • MAI Capital Management reported no remaining CoastalSouth Bancshares position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 80 CoastalSouth Bancshares shares in Q2 2026, an estimated $1.97K.
  • MAI Capital Management first reported a position in CoastalSouth Bancshares in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's CoastalSouth Bancshares position peaked at $1.97K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

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