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 Q3	$446	Buy	17 +7	+70%	+$190	﹤0.01%	2168
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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's COSO Position: Q3 2026 in Review

True Wealth Design increased its CoastalSouth Bancshares (COSO) stake by 70% in Q3 2026, buying an estimated $190 and bringing the position to 17 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

True Wealth Design first reported a position in COSO in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold COSO as of Q3 2026.

True Wealth Design held 17 shares of CoastalSouth Bancshares worth $446 as of Q3 2026.
True Wealth Design bought 7 CoastalSouth Bancshares shares in Q3 2026, an estimated $190.
CoastalSouth Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2168 holding.
True Wealth Design first reported a position in CoastalSouth Bancshares in Q1 2026 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.