UBS Group
COSO

UBS Group’s CoastalSouth Bancshares COSO Stock Holding History

UBS Group’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 		$97.7K Buy
3,639
+490
+16% +$12.7K ﹤0.01% 7203
2026
Q1 		$77.4K Sell
3,149
-22,023
-87% -$534K ﹤0.01% 7122
2025
Q4 		$585K Buy
25,172
+16,322
+184% +$363K ﹤0.01% 5982
2025
Q3 		$193K Buy
+8,850
New +$191K ﹤0.01% 6693

Other funds holding COSO

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

UBS Group's COSO Position: Q2 2026 in Review

UBS Group increased its CoastalSouth Bancshares (COSO) stake by 16% in Q2 2026, buying an estimated $12.7K and bringing the position to 3,639 shares worth $97.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7203.

UBS Group first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. The position peaked at $585K in Q4 2025. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • UBS Group held 3,639 shares of CoastalSouth Bancshares worth $97.7K as of Q2 2026.
  • UBS Group bought 490 CoastalSouth Bancshares shares in Q2 2026, an estimated $12.7K.
  • CoastalSouth Bancshares made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7203 holding.
  • UBS Group first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • UBS Group's CoastalSouth Bancshares position peaked at $585K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.