RFP
COSO

Root Financial Partners’s CoastalSouth Bancshares COSO Stock Holding History

Root Financial Partners’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 		$418 Buy
+17
New +$412 ﹤0.01% 2922

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

Root Financial Partners's COSO Position: Q1 2026 in Review

Root Financial Partners opened a new position in CoastalSouth Bancshares (COSO) in Q1 2026: 17 shares worth $418. The stake represents ﹤0.01% of the portfolio and ranks #2922 among its holdings.

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

  • Root Financial Partners held 17 shares of CoastalSouth Bancshares worth $418 as of Q1 2026.
  • CoastalSouth Bancshares was a new Root Financial Partners position in Q1 2026.
  • CoastalSouth Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2922 holding.
  • 83 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.