Rockefeller Capital Management
COSO

Rockefeller Capital Management’s CoastalSouth Bancshares COSO Stock Holding History

Rockefeller 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
Q1 		$39.4K Buy
+1,602
New +$38.9K ﹤0.01% 3401

Other funds holding COSO

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $431M AUM 17.43% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Capital Management's COSO Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in CoastalSouth Bancshares (COSO) in Q1 2026: 1,602 shares worth $39.4K. The stake represents ﹤0.01% of the portfolio and ranks #3401 among its holdings.

83 funds tracked by Wall St. Rank hold COSO as of Q1 2026.

  • Rockefeller Capital Management held 1,602 shares of CoastalSouth Bancshares worth $39.4K as of Q1 2026.
  • CoastalSouth Bancshares was a new Rockefeller Capital Management position in Q1 2026.
  • CoastalSouth Bancshares made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3401 holding.
  • 83 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.