TWD
COSO

True Wealth Design’s CoastalSouth Bancshares COSO Stock Holding History

True Wealth Design’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 		$269 Buy
10
+8
+400% +$207 ﹤0.01% 2385
2026
Q1 		$50 Buy
+2
New +$49 ﹤0.01% 2567

Other funds holding COSO

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's COSO Position: Q2 2026 in Review

True Wealth Design increased its CoastalSouth Bancshares (COSO) stake by 400% in Q2 2026, buying an estimated $207 and bringing the position to 10 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

True Wealth Design first reported a position in COSO in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • True Wealth Design held 10 shares of CoastalSouth Bancshares worth $269 as of Q2 2026.
  • True Wealth Design bought 8 CoastalSouth Bancshares shares in Q2 2026, an estimated $207.
  • CoastalSouth Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2385 holding.
  • True Wealth Design first reported a position in CoastalSouth Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.