Sterling Capital Management
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Sterling Capital Management’s CoastalSouth Bancshares COSO Stock Holding History

Sterling Capital Management’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
Q3 		$4.54K Buy
173
+7
+4% +$190 ﹤0.01% 2904
2026
Q2 		$4.46K Sell
166
-106
-39% -$2.74K ﹤0.01% 2681
2026
Q1 		$6.69K Sell
272
-13
-5% -$315 ﹤0.01% 2597
2025
Q4 		$6.63K Buy
285
+2
+0.7% +$44 ﹤0.01% 2793
2025
Q3 		$6.17K Buy
+283
New +$6.12K ﹤0.01% 2702

Other funds holding COSO

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management's COSO Position: Q3 2026 in Review

Sterling Capital Management increased its CoastalSouth Bancshares (COSO) stake by 4.2% in Q3 2026, buying an estimated $190 and bringing the position to 173 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Sterling Capital Management first reported a position in COSO in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.69K in Q1 2026. 14 funds tracked by Wall St. Rank hold COSO as of Q3 2026.

  • Sterling Capital Management held 173 shares of CoastalSouth Bancshares worth $4.54K as of Q3 2026.
  • Sterling Capital Management bought 7 CoastalSouth Bancshares shares in Q3 2026, an estimated $190.
  • CoastalSouth Bancshares made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2904 holding.
  • Sterling Capital Management first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 5 quarters since.
  • Sterling Capital Management's CoastalSouth Bancshares position peaked at $6.69K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.