NPT
COSO

National Philanthropic Trust’s CoastalSouth Bancshares COSO Stock Holding History

National Philanthropic Trust’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
2025
Q4 		– Sell
-278,138
Closed -$6.07M – 414
2025
Q3 		$6.07M Buy
+278,138
New +$6.02M 0.07% 79

Other funds holding COSO

FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

National Philanthropic Trust's COSO Position: Q4 2025 in Review

National Philanthropic Trust sold out of CoastalSouth Bancshares (COSO) in Q4 2025, closing a stake of 278,138 shares — an estimated $6.07M sold.

National Philanthropic Trust first reported a position in COSO in Q3 2025 and held it in 1 quarter. The position peaked at $6.07M in Q3 2025. 66 funds tracked by Wall St. Rank hold COSO as of Q4 2025.

  • National Philanthropic Trust reported no remaining CoastalSouth Bancshares position as of Q4 2025 after selling out during the quarter.
  • National Philanthropic Trust sold 278,138 CoastalSouth Bancshares shares in Q4 2025, an estimated $6.07M.
  • National Philanthropic Trust first reported a position in CoastalSouth Bancshares in Q3 2025 and held it in 1 quarter.
  • National Philanthropic Trust's CoastalSouth Bancshares position peaked at $6.07M in Q3 2025.
  • 66 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q4 2025.

Based on National Philanthropic Trust's 13F filing for Q4 2025, filed 15 May 2026.