SEI Investments
COSO

SEI Investments’s CoastalSouth Bancshares COSO Stock Holding History

SEI Investments’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 		$533K Buy
21,672
+8,249
+61% +$200K ﹤0.01% 2627
2025
Q4 		$312K Buy
13,423
+3,751
+39% +$83.4K ﹤0.01% 2723
2025
Q3 		$211K Buy
+9,672
New +$209K ﹤0.01% 2597

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

SEI Investments's COSO Position: Q1 2026 in Review

SEI Investments increased its CoastalSouth Bancshares (COSO) stake by 61% in Q1 2026, buying an estimated $200K and bringing the position to 21,672 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

SEI Investments first reported a position in COSO in Q3 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold COSO as of Q1 2026.

  • SEI Investments held 21,672 shares of CoastalSouth Bancshares worth $533K as of Q1 2026.
  • SEI Investments bought 8,249 CoastalSouth Bancshares shares in Q1 2026, an estimated $200K.
  • CoastalSouth Bancshares made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2627 holding.
  • SEI Investments first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.