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
Q2 		– Sell
-17
Closed -$418 – 3435
2026
Q1 		$418 Buy
+17
New +$412 ﹤0.01% 2922

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

Root Financial Partners's COSO Position: Q2 2026 in Review

Root Financial Partners sold out of CoastalSouth Bancshares (COSO) in Q2 2026, closing a stake of 17 shares — an estimated $418 sold.

Root Financial Partners first reported a position in COSO in Q1 2026 and held it in 1 quarter. The position peaked at $418 in Q1 2026. 100 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Root Financial Partners reported no remaining CoastalSouth Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 17 CoastalSouth Bancshares shares in Q2 2026, an estimated $418.
  • Root Financial Partners first reported a position in CoastalSouth Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's CoastalSouth Bancshares position peaked at $418 in Q1 2026.
  • 100 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.