MCA
COSO

Mendon Capital Advisors’s CoastalSouth Bancshares COSO Stock Holding History

Mendon Capital 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 		$7.18M Sell
267,232
-62,511
-19% -$1.61M 2.54% 15
2026
Q1 		$8.11M Buy
329,743
+63,955
+24% +$1.55M 3.14% 11
2025
Q4 		$6.18M Sell
265,788
-66,561
-20% -$1.48M 1.83% 22
2025
Q3 		$7.24M Buy
+332,349
New +$7.19M 2.78% 12

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mendon Capital Advisors's COSO Position: Q2 2026 in Review

Mendon Capital Advisors reduced its CoastalSouth Bancshares (COSO) stake by 19% in Q2 2026, selling an estimated $1.61M and leaving 267,232 shares worth $7.18M. The position accounts for 2.54% of the portfolio, ranked #15.

Mendon Capital Advisors first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.11M in Q1 2026. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Mendon Capital Advisors held 267,232 shares of CoastalSouth Bancshares worth $7.18M as of Q2 2026.
  • Mendon Capital Advisors sold 62,511 CoastalSouth Bancshares shares in Q2 2026, an estimated $1.61M.
  • CoastalSouth Bancshares made up 2.54% of Mendon Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Mendon Capital Advisors first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Mendon Capital Advisors's CoastalSouth Bancshares position peaked at $8.11M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Mendon Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.