CoastalSouth Bancshares, Inc.
COSO- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001297107
In the last 90 days, CoastalSouth Bancshares, Inc. insiders filed 1 open-market purchase and 4 sales; 100 institutions reported holding it in 13F filings for Q2 2026, worth $184.6M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in CoastalSouth Bancshares, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 53
- +50 vs. Q2 2025
- Shares held
- 6.51M
- +5.83M (+857.3%) vs. Q2 2025
- Total value
- $141.8M
- +$127.3M (+877.3%) vs. Q2 2025
- New holders
- 50
- 1 more added
- Sold out
- 0
- 2 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COSO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $184.6M |
| Q1 2026 | 83 | $179.2M |
| Q4 2025 | 66 | $159.0M |
| Q3 2025 | 53 | $141.8M |
| Q2 2025 | 3 | $14.5M |
| Q1 2025 | 2 | $6.20M |
| Q4 2024 | 2 | $6.76M |
| Q3 2024 | 2 | $6.49M |
| Q2 2024 | 2 | $5.53M |
| Q1 2024 | 2 | $5.65M |
| Q4 2023 | 2 | $3.77M |
| Q3 2023 | 2 | $3.71M |
| Q2 2023 | 2 | $3.61M |
| Q1 2023 | 2 | $4.35M |
| Q4 2022 | 2 | $4.49M |
| Q3 2022 | 2 | $3.56M |
| Q2 2022 | 2 | $3.80M |
| Q1 2022 | 2 | $4.00M |
| Q4 2021 | 2 | $3.71M |
| Q3 2021 | 2 | $3.65M |
| Q2 2021 | 2 | $3.66M |
| Q1 2021 | 2 | $3.01M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding CoastalSouth Bancshares, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EJF Capital LLC | 930,171 | $20.3M | 11.78% | +930,171 | New |
| Patriot Financial Partners GP II, L.P. | 719,211 | $15.7M | 4.96% | +719,211 | New |
| Alliancebernstein L.P. | 503,082 | $11.0M | 0.00% | +503,082 | New |
| Azora Capital LP | 399,064 | $8.70M | 0.40% | +399,064 | New |
| Fourthstone LLC | 378,141 | $8.25M | 1.48% | +378,141 | New |
| Berkeley Capital Partners, LLC | 380,934 | $8.20M | 1.94% | −14,182−3.6% | Reduced |
| Goldman Sachs Group Inc | 352,952 | $7.70M | 0.00% | +352,952 | New |
| Endeavour Capital Advisors Inc | 336,940 | $7.35M | 2.22% | +336,940 | New |
| Mendon Capital Advisors Corp | 332,349 | $7.24M | 3.30% | +332,349 | New |
| RMB Capital Management, LLC | 306,540 | $6.69M | 0.12% | +306,540 | New |
| National Philanthropic Trust | 278,138 | $6.07M | 0.07% | +278,138 | New |
| BlackRock, Inc. | 250,316 | $5.46M | 0.00% | +250,316 | New |
| North Reef Capital Management LP | 220,619 | $4.81M | 0.23% | +220,619 | New |
| Vanguard Group Inc | 147,264 | $3.21M | 0.00% | +147,264 | New |
| Geode Capital Management, LLC | 130,534 | $2.85M | 0.00% | +130,534 | New |
| Raffles Associates LP | 124,281 | $2.71M | 2.52% | +124,281 | New |
| KLCM Advisors, Inc. | 90,474 | $1.97M | 0.20% | +53,428+144.2% | Added |
| Bleakley Financial Group, LLC | 88,094 | $1.92M | 0.04% | +88,094 | New |
| Banc Funds Co LLC | 85,715 | $1.87M | 0.33% | −161,890−65.4% | Reduced |
| First Manhattan Co | 77,638 | $1.69M | 0.00% | +77,638 | New |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | $1.65M | 1.34% | +75,740 | New |
| Northern Trust Corp | 42,007 | $916.2K | 0.00% | +42,007 | New |
| Kennedy Capital Management, Inc. | 40,088 | $874.3K | 0.02% | +40,088 | New |
| Salzhauer Michael | 32,746 | $714.2K | 0.42% | +32,746 | New |
| State Street Corp | 26,904 | $586.8K | 0.00% | +26,904 | New |
| Bank of New York Mellon Corp | 20,951 | $456.9K | 0.00% | +20,951 | New |
| Ghisallo Capital Management LLC | 20,000 | $436.2K | 0.01% | +20,000 | New |
| Millennium Management LLC | 19,807 | $432.0K | 0.00% | +19,807 | New |
| Charles Schwab Investment Management Inc | 15,582 | $339.8K | 0.00% | +15,582 | New |
| ELCO Management Co., LLC | 11,115 | $242.4K | 0.13% | +11,115 | New |
| SEI Investments Co | 9,672 | $210.9K | 0.00% | +9,672 | New |
| UBS Group AG | 8,850 | $193.0K | 0.00% | +8,850 | New |
| Advisor Group Holdings, Inc. | 7,750 | $174.1K | 0.00% | +7,750 | New |
| Bank of America Corp | 6,722 | $146.6K | 0.00% | +6,722 | New |
| Barclays PLC | 6,579 | $143.5K | 0.00% | +6,579 | New |
| Deutsche Bank AG | 4,953 | $108.0K | 0.00% | +4,953 | New |
| Rhumbline Advisers | 4,151 | $90.5K | 0.00% | +4,151 | New |
| Wells Fargo & Company | 3,461 | $75.5K | 0.00% | +3,461 | New |
| Morgan Stanley | 3,201 | $69.8K | 0.00% | +3,201 | New |
| JPMorgan Chase & Co | 3,062 | $66.8K | 0.00% | +3,062 | New |
| Royal Bank of Canada | 2,206 | $48.0K | 0.00% | +2,206 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,148 | $46.8K | 0.00% | +2,148 | New |
| BNP Paribas Arbitrage, SA | 2,137 | $46.6K | 0.00% | +2,137 | New |
| New York State Common Retirement Fund | 1,900 | $41.4K | 0.00% | +1,900 | New |
| STRS Ohio | 800 | $17.4K | 0.00% | +800 | New |
| Tower Research Capital LLC (TRC) | 683 | $14.9K | 0.00% | +683 | New |
| Russell Investments Group, Ltd. | 483 | $10.5K | 0.00% | +483 | New |
| Legal & General Group Plc | 396 | $8.63K | 0.00% | +396 | New |
| Ameritas Investment Partners, Inc. | 386 | $8.42K | 0.00% | +386 | New |
| Sterling Capital Management LLC | 283 | $6.17K | 0.00% | +283 | New |
| Amalgamated Bank | 150 | $3.00K | 0.00% | +150 | New |
| Citigroup Inc | 54 | $1.18K | 0.00% | +54 | New |
| FMR LLC | 2 | $44 | 0.00% | +2 | New |