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Coastalsouth Bancshares shares owned by HB Wealth Management

Quarter-by-quarter ownership of Coastalsouth Bancshares (COSO) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Coastalsouth Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Coastalsouth Bancshares held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coastalsouth Bancshares by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $888k 38k 23.25

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Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Coastalsouth Bancshares

EJF Capital
Patriot Financial Partners GP II
Alliancebernstein
Azora Capital
Berkeley Capital Partners
Fourthstone
Goldman Sachs Group
Endeavour Capital Advisors
Mendon Capital Advisors Corp.
RMB Capital Management
BlackRock
Vanguard Group
North Reef Capital Management
Geode Capital Management
Raffles Associates

View all funds holding Coastalsouth Bancshares