Morgan Stanley
COSO

Morgan Stanley’s CoastalSouth Bancshares COSO Stock Holding History

Morgan Stanley’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 		$2.92M Buy
108,931
+80,983
+290% +$2.09M ﹤0.01% 4608
2026
Q1 		$687K Buy
27,948
+6,550
+31% +$159K ﹤0.01% 5320
2025
Q4 		$498K Buy
21,398
+18,197
+568% +$405K ﹤0.01% 5518
2025
Q3 		$69.8K Buy
+3,201
New +$69.2K ﹤0.01% 6292

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

Morgan Stanley's COSO Position: Q2 2026 in Review

Morgan Stanley increased its CoastalSouth Bancshares (COSO) stake by 290% in Q2 2026, buying an estimated $2.09M and bringing the position to 108,931 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #4608.

Morgan Stanley first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Morgan Stanley held 108,931 shares of CoastalSouth Bancshares worth $2.92M as of Q2 2026.
  • Morgan Stanley bought 80,983 CoastalSouth Bancshares shares in Q2 2026, an estimated $2.09M.
  • CoastalSouth Bancshares made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4608 holding.
  • Morgan Stanley first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.