86 tracked 13F filers disclose a position in COSO as of the latest SEC 13F filings, a combined $162.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | $27.1M | 1.1M | ▲+15% Added · +141K sh | Q1 2026 | |
| 2 | Patriot Financial Partners GP II, L.P. | $18.6M | 691K | ▼−40% Reduced · −468K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | $12.1M | 492K | ▲+52% Added · +168K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $10.0M | 406K | →First observed position No prior filed position | Q1 2026 | |
| 5 | ALLIANCEBERNSTEIN L.P. | $9.2M | 398K | ▼−6.4% Reduced · −27K sh | Q1 2026 | |
| 6 | Berkeley Capital Partners, LLC | $9.6M | 356K | ▼−1.1% Reduced · −4K sh | Q2 2026 | |
| 7 | MENDON CAPITAL ADVISORS CORP | $8.1M | 330K | ▲+24% Added · +64K sh | Q1 2026 | |
| 8 | North Reef Capital Management LP | $7.9M | 321K | ▲+22% Added · +57K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $6.3M | 258K | ▲+7.8% Added · +19K sh | Q1 2026 | |
| 10 | Curi Capital, LLC | $6.7M | 250K | ▼−17% Reduced · −53K sh | Q2 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $5.3M | 196K | ▲+2.7% Added · +5K sh | Q2 2026 | |
| 12 | EJF Capital LP | $5.2M | 193K | —Held | Q2 2026 | |
| 13 | STATE STREET CORP | $5.1M | 188K | ▲+49% Added · +62K sh | Q2 2026 | |
| 14 | KLCM Advisors, Inc. | $2.9M | 108K | —Held | Q2 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $2.5M | 100K | ▲New +100K sh | Q1 2026 | |
| 16 | Bleakley Financial Group, LLC | $2.4M | 90K | ▲+2.5% Added · +2K sh | Q2 2026 | |
| 17 | FIRST MANHATTAN CO. LLC. | $1.9M | 78K | —Held | Q1 2026 | |
| 18 | Elizabeth Park Capital Advisors, Ltd. | $2.0M | 76K | —Held | Q2 2026 | |
| 19 | NORTHERN TRUST CORP | $1.6M | 64K | ▲+45% Added · +20K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 53K | →First observed position No prior filed position | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $1.3M | 53K | →First observed position No prior filed position | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $1.1M | 45K | ▲New +45K sh | Q1 2026 | |
| 23 | KENNEDY CAPITAL MANAGEMENT LLC | $1.1M | 44K | ▲+11% Added · +4K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $970K | 39K | ▲+327% Added · +30K sh | Q1 2026 | |
| 25 | HB Wealth Management, LLC | $1.0M | 38K | ▼−1.4% Reduced · −532 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 15 funds opened a new position in COSO and 15 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| BANK OF AMERICA CORPBAC | 36 funds | $9.1B |
| JPMORGAN CHASE & COJPM | 35 funds | $14.7B |
| VISA INC-CLASS A SHARESV | 35 funds | $14.2B |
| BRISTOL-MYERS SQUIBB COBMY | 35 funds | $4.9B |
| MICROSOFT CORPMSFT | 34 funds | $61.4B |
| AMAZON.COM INCAMZN | 34 funds | $48.5B |
| ELI LILLY & COLLY | 34 funds | $18.1B |
| TESLA INCTSLA | 34 funds | $15.0B |
| WALMART INCWMT | 34 funds | $10.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 34 funds | $9.1B |
| UNITEDHEALTH GROUP INCUNH | 34 funds | $6.9B |
| FIRST HORIZON CORPFHN | 34 funds | $884.6M |
Ranked by how many of COSO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Bruderer Ernst W. | Director | Sell (S) | 2K | $55K |
| Aug 26, 2026 | Bruderer Ernst W. | Director | Sell (S) | 2K | $55K |
| Aug 18, 2026 | Bruderer Ernst W. | Director | Sell (S) | 1K | $28K |
| Aug 12, 2026 | Bruderer Ernst W. | Director | Sell (S) | 1K | $28K |
| May 6, 2026 | Valduga Anthony P. | CFO AND COO | Sell (S) | 5K | $118K |
| Mar 9, 2026 | Stone Stephen R. | PRESIDENT AND CEO, Director | Buy (P) | 200 | $5K |
| Feb 10, 2026 | HIGH MICHAEL B | Director | Buy (P) | 2K | $38K |
| Jul 2, 2025 | ALDRIDGE JOHN G JR | Director | Buy (P) | 5K | $108K |
| Jul 2, 2025 | Askins L. Scott | Director | Buy (P) | 2K | $50K |
| Jul 2, 2025 | Richardson James N. Jr. | Director | Buy (P) | 20K | $430K |
| Jul 2, 2025 | Turner Cameron Bradley | CHIEF CREDIT OFFICER | Buy (P) | 1K | $22K |
| Jul 2, 2025 | Topper Joseph V. Jr. | Director | Buy (P) | 100K | $2.1M |
Connected entities for COSO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/COSO/capital-change-brief"
Use Arkolith's capital_change_brief for COSO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for COSO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.