Position in COSO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,449,565
+$1,789,097 QoQ
Shares Held
302,951
+24.4% QoQ
Ownership
2.52%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in COSO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Curi Capital, LLC holds $348,889,036 across 74 Banks - Regional names. COSO ranks #16 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
321,367 | $21,303,417 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
1,348,371 | $21,102,005 | |
| 3 | WTFC |
Wintrust Financial Corp
|
126,443 | $17,567,989 | |
| 4 | SBCF |
Seacoast Banking Corp Of Florida
|
559,743 | $16,954,615 | |
| 5 | TCBK |
Trico Bancshares /
|
352,756 | $16,770,019 | |
| 6 | EQBK |
Equity Bancshares Inc
|
350,000 | $15,543,500 | |
| 7 | FRST |
Primis Financial Corp.
|
1,004,288 | $13,336,944 | |
| 8 | VBNK |
VersaBank
|
805,084 | $11,408,040 |
All Filings in COSO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,449,565 | 302,951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,660,468 | 243,461 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,685,637 | 306,540 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||