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Livermore
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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.

Q3 2025 vs. Q2 2025

How the institutions holding CoastalSouth Bancshares, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of COSO: Q2 2025 compared with Q3 2025
MeasureQ2 2025Q3 2025Change
Holders353+50
Shares679.8K6.51M+5.83M (+857.3%)
Value$14.5M$141.8M+$127.3M (+877.3%)

New holders (50)

Institutions that held CoastalSouth Bancshares, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to COSO in Q3 2025
InstitutionSharesValue% of portfolio
EJF Capital LLC930,171$20.3M11.78%
Patriot Financial Partners GP II, L.P.719,211$15.7M4.96%
Alliancebernstein L.P.503,082$11.0M0.00%
Azora Capital LP399,064$8.70M0.40%
Fourthstone LLC378,141$8.25M1.48%
Goldman Sachs Group Inc352,952$7.70M0.00%
Endeavour Capital Advisors Inc336,940$7.35M2.22%
Mendon Capital Advisors Corp332,349$7.24M3.30%
RMB Capital Management, LLC306,540$6.69M0.12%
National Philanthropic Trust278,138$6.07M0.07%
BlackRock, Inc.250,316$5.46M0.00%
North Reef Capital Management LP220,619$4.81M0.23%
Vanguard Group Inc147,264$3.21M0.00%
Geode Capital Management, LLC130,534$2.85M0.00%
Raffles Associates LP124,281$2.71M2.52%
Bleakley Financial Group, LLC88,094$1.92M0.04%
First Manhattan Co77,638$1.69M0.00%
Elizabeth Park Capital Advisors, Ltd.75,740$1.65M1.34%
Northern Trust Corp42,007$916.2K0.00%
Kennedy Capital Management, Inc.40,088$874.3K0.02%
Salzhauer Michael32,746$714.2K0.42%
State Street Corp26,904$586.8K0.00%
Bank of New York Mellon Corp20,951$456.9K0.00%
Ghisallo Capital Management LLC20,000$436.2K0.01%
Millennium Management LLC19,807$432.0K0.00%
Charles Schwab Investment Management Inc15,582$339.8K0.00%
ELCO Management Co., LLC11,115$242.4K0.13%
SEI Investments Co9,672$210.9K0.00%
UBS Group AG8,850$193.0K0.00%
Advisor Group Holdings, Inc.7,750$174.1K0.00%
Bank of America Corp6,722$146.6K0.00%
Barclays PLC6,579$143.5K0.00%
Deutsche Bank AG4,953$108.0K0.00%
Rhumbline Advisers4,151$90.5K0.00%
Wells Fargo & Company3,461$75.5K0.00%
Morgan Stanley3,201$69.8K0.00%
JPMorgan Chase & Co3,062$66.8K0.00%
Royal Bank of Canada2,206$48.0K0.00%
Mirae Asset Global ETFs Holdings Ltd.2,148$46.8K0.00%
BNP Paribas Arbitrage, SA2,137$46.6K0.00%
New York State Common Retirement Fund1,900$41.4K0.00%
STRS Ohio800$17.4K0.00%
Tower Research Capital LLC (TRC)683$14.9K0.00%
Russell Investments Group, Ltd.483$10.5K0.00%
Legal & General Group Plc396$8.63K0.00%
Ameritas Investment Partners, Inc.386$8.42K0.00%
Sterling Capital Management LLC283$6.17K0.00%
Amalgamated Bank150$3.00K0.00%
Citigroup Inc54$1.18K0.00%
FMR LLC2$440.00%

Sold out (0)

Institutions that held CoastalSouth Bancshares, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

None.