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Root Financial Partners, LLC → COSO
Root Financial Partners, LLC COSO Position History
CoastalSouth Bancshares, Inc. • Banking
Quarters held
2
Latest value
$891
Q3 2026
Peak value
$891
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $418 |
| Q3 2026 | $891 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $891 | 34 | — | — |
| Q1 2026 | $418 | 17 | — | — |
Other funds holding COSO
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HONA
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CRDO
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HONA
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