Bleakley Financial Group, LLC
Position in COSO — CoastalSouth Bancshares, Inc.
CIK 1936953
PARSIPPANY, NJ
Position in COSO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,424,742
+$257,478 QoQ
Shares Held
90,307
+2.5% QoQ
Ownership
0.755%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#20
of 100 holders
Holding Since
Sep 2025
4 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, 2026Bleakley Financial Group, LLC holds $54,231,444 across 42 Banks - Regional names. COSO ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20,378 | $5,017,471 | |
| 2 | FITB |
Fifth Third Bancorp
|
63,529 | $3,581,129 | |
| 3 | USB |
US Bancorp \De\
|
57,323 | $3,462,309 | |
| 4 | TFC |
Truist Financial Corp
|
49,983 | $2,490,153 | |
| 5 | COSO |
CoastalSouth Bancshares, Inc.
This page
|
90,307 | $2,424,742 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
27,546 | $1,930,148 | |
| 7 | WAL |
Western Alliance Bancorporation
|
23,311 | $1,916,164 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
195,994 | $1,877,622 |
All Filings in COSO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,424,742 | 90,307 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||