Bleakley Financial Group, LLC
Position in COSO — CoastalSouth Bancshares, Inc.
CIK 1936953
PARSIPPANY, NJ
Position in COSO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,167,264
+$119,079 QoQ
Shares Held
88,136
+0.0% QoQ
Ownership
0.732%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in COSO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Bleakley Financial Group, LLC holds $33,533,190 across 28 Banks - Regional names. COSO ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
17,834 | $3,711,077 | |
| 2 | USB |
US Bancorp De
|
54,451 | $2,831,996 | |
| 3 | FITB |
Fifth Third Bancorp
|
60,468 | $2,809,343 | |
| 4 | TFC |
Truist Financial Corp
|
56,699 | $2,606,453 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
85,229 | $2,538,119 | |
| 6 | COSO |
CoastalSouth Bancshares, Inc.
This page
|
88,136 | $2,167,264 | |
| 7 | BWB |
Bridgewater Bancshares Inc
|
86,733 | $1,535,174 | |
| 8 | IBN |
Icici Bank Ltd
|
51,889 | $1,343,925 |
All Filings in COSO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,167,264 | 88,136 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,048,185 | 88,094 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,921,330 | 88,094 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||