Berkeley Capital Partners, LLC
Position in COSO — CoastalSouth Bancshares, Inc.
CIK 1667694
Milton, GA
Position in COSO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,569,071
+$702,852 QoQ
Shares Held
356,390
-1.2% QoQ
Ownership
2.98%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#6
of 99 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COSO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Berkeley Capital Partners, LLC holds $12,126,462 across 5 Banks - Regional names. COSO ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COSO |
CoastalSouth Bancshares, Inc.
This page
|
356,390 | $9,569,071 | |
| 2 | TFC |
Truist Financial Corp
|
35,050 | $1,746,191 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,461 | $359,727 | |
| 4 | FHN |
First Horizon Corp
|
8,972 | $230,042 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,195 | $221,431 |
All Filings in COSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,569,071 | 356,390 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,866,219 | 360,562 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,499,177 | 365,556 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,308,170 | 380,934 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,412,019 | 395,116 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||