RIL
COSO

Rothschild Investment LLC’s CoastalSouth Bancshares COSO Stock Holding History

Rothschild Investment LLC’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 		$1.72K Buy
64
+32
+100% +$826 ﹤0.01% 2816
2026
Q1 		$787 Buy
+32
New +$776 ﹤0.01% 2967

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

Rothschild Investment LLC's COSO Position: Q2 2026 in Review

Rothschild Investment LLC increased its CoastalSouth Bancshares (COSO) stake by 100% in Q2 2026, buying an estimated $826 and bringing the position to 64 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

Rothschild Investment LLC first reported a position in COSO in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Rothschild Investment LLC held 64 shares of CoastalSouth Bancshares worth $1.72K as of Q2 2026.
  • Rothschild Investment LLC bought 32 CoastalSouth Bancshares shares in Q2 2026, an estimated $826.
  • CoastalSouth Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2816 holding.
  • Rothschild Investment LLC first reported a position in CoastalSouth Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.