Vanguard Portfolio Management
COSO

Vanguard Portfolio Management’s CoastalSouth Bancshares COSO Stock Holding History

Vanguard Portfolio 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 		$1.61M Buy
59,973
+6,544
+12% +$169K ﹤0.01% 2816
2026
Q1 		$1.31M Buy
+53,429
New +$1.3M ﹤0.01% 2714

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

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

Vanguard Portfolio Management increased its CoastalSouth Bancshares (COSO) stake by 12% in Q2 2026, buying an estimated $169K and bringing the position to 59,973 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

Vanguard Portfolio Management first reported a position in COSO in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Vanguard Portfolio Management held 59,973 shares of CoastalSouth Bancshares worth $1.61M as of Q2 2026.
  • Vanguard Portfolio Management bought 6,544 CoastalSouth Bancshares shares in Q2 2026, an estimated $169K.
  • CoastalSouth Bancshares made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2816 holding.
  • Vanguard Portfolio Management first reported a position in CoastalSouth Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

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