Vanguard Capital Management
COSO

Vanguard Capital Management’s CoastalSouth Bancshares COSO Stock Holding History

Vanguard 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
Q2 		$10.6M Sell
395,093
-11,334
-3% -$293K ﹤0.01% 2778
2026
Q1 		$9.99M Buy
+406,427
New +$9.86M ﹤0.01% 2731

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management's COSO Position: Q2 2026 in Review

Vanguard Capital Management reduced its CoastalSouth Bancshares (COSO) stake by 2.8% in Q2 2026, selling an estimated $293K and leaving 395,093 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Vanguard Capital Management first reported a position in COSO in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Vanguard Capital Management held 395,093 shares of CoastalSouth Bancshares worth $10.6M as of Q2 2026.
  • Vanguard Capital Management sold 11,334 CoastalSouth Bancshares shares in Q2 2026, an estimated $293K.
  • CoastalSouth Bancshares made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2778 holding.
  • Vanguard Capital Management first reported a position in CoastalSouth Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.