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Coastalsouth Bancshares shares owned by Root Financial Partners

Quarter-by-quarter ownership of Coastalsouth Bancshares (COSO) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Coastalsouth Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Coastalsouth Bancshares held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coastalsouth Bancshares by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $417 17 24.59

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional U.s. Small Cap Etf Etf (DFAS)
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Dimensional Us Real Estate Etf Etf (DFAR)
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Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Coastalsouth Bancshares

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

View all funds holding Coastalsouth Bancshares