Y-Intercept (HK)
COSO icon

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
Q3 		$460K Buy
17,548
+9,629
+122% +$262K 0.01% 1309
2026
Q2 		$213K Buy
+7,919
New +$204K ﹤0.01% 1560

Other funds holding COSO

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Y-Intercept (HK)'s COSO Position: Q3 2026 in Review

Y-Intercept (HK) increased its CoastalSouth Bancshares (COSO) stake by 122% in Q3 2026, buying an estimated $262K and bringing the position to 17,548 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #1309.

Y-Intercept (HK) first reported a position in COSO in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold COSO as of Q3 2026.

  • Y-Intercept (HK) held 17,548 shares of CoastalSouth Bancshares worth $460K as of Q3 2026.
  • Y-Intercept (HK) bought 9,629 CoastalSouth Bancshares shares in Q3 2026, an estimated $262K.
  • CoastalSouth Bancshares made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1309 holding.
  • Y-Intercept (HK) first reported a position in CoastalSouth Bancshares in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.