YIH
COSO

Y-Intercept (HK)’s CoastalSouth Bancshares COSO Stock Holding History

Y-Intercept (HK)’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 		$213K Buy
+7,919
New +$204K ﹤0.01% 1560

Other funds holding COSO

SM
Salzhauer Michael $292M AUM 30% 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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Y-Intercept (HK)'s COSO Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in CoastalSouth Bancshares (COSO) in Q2 2026: 7,919 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings.

8 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Y-Intercept (HK) held 7,919 shares of CoastalSouth Bancshares worth $213K as of Q2 2026.
  • CoastalSouth Bancshares was a new Y-Intercept (HK) position in Q2 2026.
  • CoastalSouth Bancshares made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1560 holding.
  • 8 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.