Filing Research | COSO - COASTALSOUTH BANCSHARES INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	SALZHAUER MICHAEL	Shares	33.0KSH	$887.3K
2	Y-Intercept (Hong Kong) Ltd	Shares	7.9KSH	$212.6K
3	Police & Firemen's Retirement System of New Jersey	Shares	1.7KSH	$46.5K
4	Curated Wealth Partners LLC	Shares	25.0KSH	$29.0K
5	IFP Advisors, Inc	Shares	157SH	$4.2K
6	GAMMA Investing LLC	Shares	152SH	$4.1K
7	EverSource Wealth Advisors, LLC	Shares	32SH	$860
8	True Wealth Design, LLC	Shares	10SH	$269
9	Farther Finance Advisors, LLC	Shares	4SH	$107
10	SJS Investment Consulting Inc.	Shares	1SH	$27

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+7.9K	+$212.6K	$212.6K
2	SALZHAUER MICHAEL unchanged	Shares	0	+$74.7K	$887.3K
3	Curated Wealth Partners LLC new	Shares	+25.0K	+$29.0K	$29.0K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$3.9K	$46.5K
5	IFP Advisors, Inc added	Shares	+137	+$3.7K	$4.2K
6	GAMMA Investing LLC added	Shares	+33	+$1.2K	$4.1K
7	EverSource Wealth Advisors, LLC added	Shares	+19	+$541	$860
8	True Wealth Design, LLC added	Shares	+8	+$219	$269
9	Farther Finance Advisors, LLC added	Shares	+1	+$33	$107
10	SJS Investment Consulting Inc. new	Shares	+1	+$27	$27

Filing Research | COSO - COASTALSOUTH BANCSHARES INC Institutional Holdings