SM
COSO

Salzhauer Michael’s CoastalSouth Bancshares COSO Stock Holding History

Salzhauer Michael’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 		$887K Hold
33,046
– – 0.3% 47
2026
Q1 		$813K Buy
33,046
+300
+0.9% +$7.28K 0.38% 43
2025
Q4 		$761K Hold
32,746
– – 0.31% 46
2025
Q3 		$714K Buy
+32,746
New +$708K 0.34% 42

Other funds holding COSO

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Salzhauer Michael's COSO Position: Q2 2026 in Review

Salzhauer Michael held its CoastalSouth Bancshares (COSO) position steady in Q2 2026 at 33,046 shares worth $887K. The position accounts for 0.3% of the portfolio, ranked #47.

Salzhauer Michael first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Salzhauer Michael held 33,046 shares of CoastalSouth Bancshares worth $887K as of Q2 2026.
  • Salzhauer Michael left its CoastalSouth Bancshares share count unchanged in Q2 2026.
  • CoastalSouth Bancshares made up 0.3% of Salzhauer Michael's portfolio in Q2 2026, its #47 holding.
  • Salzhauer Michael first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.