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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $44 | 0.00% | +2 | New |
| Citigroup Inc | 54 | $1.18K | 0.00% | +54 | New |
| Amalgamated Bank | 150 | $3.00K | 0.00% | +150 | New |
| Sterling Capital Management LLC | 283 | $6.17K | 0.00% | +283 | New |
| Ameritas Investment Partners, Inc. | 386 | $8.42K | 0.00% | +386 | New |
| Legal & General Group Plc | 396 | $8.63K | 0.00% | +396 | New |
| Russell Investments Group, Ltd. | 483 | $10.5K | 0.00% | +483 | New |
| Tower Research Capital LLC (TRC) | 683 | $14.9K | 0.00% | +683 | New |
| STRS Ohio | 800 | $17.4K | 0.00% | +800 | New |
| New York State Common Retirement Fund | 1,900 | $41.4K | 0.00% | +1,900 | New |
| BNP Paribas Arbitrage, SA | 2,137 | $46.6K | 0.00% | +2,137 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,148 | $46.8K | 0.00% | +2,148 | New |
| Royal Bank of Canada | 2,206 | $48.0K | 0.00% | +2,206 | New |
| JPMorgan Chase & Co | 3,062 | $66.8K | 0.00% | +3,062 | New |
| Morgan Stanley | 3,201 | $69.8K | 0.00% | +3,201 | New |
| Wells Fargo & Company | 3,461 | $75.5K | 0.00% | +3,461 | New |
| Rhumbline Advisers | 4,151 | $90.5K | 0.00% | +4,151 | New |
| Deutsche Bank AG | 4,953 | $108.0K | 0.00% | +4,953 | New |
| Barclays PLC | 6,579 | $143.5K | 0.00% | +6,579 | New |
| Bank of America Corp | 6,722 | $146.6K | 0.00% | +6,722 | New |
| Advisor Group Holdings, Inc. | 7,750 | $174.1K | 0.00% | +7,750 | New |
| UBS Group AG | 8,850 | $193.0K | 0.00% | +8,850 | New |
| SEI Investments Co | 9,672 | $210.9K | 0.00% | +9,672 | New |
| ELCO Management Co., LLC | 11,115 | $242.4K | 0.13% | +11,115 | New |
| Charles Schwab Investment Management Inc | 15,582 | $339.8K | 0.00% | +15,582 | New |
| Millennium Management LLC | 19,807 | $432.0K | 0.00% | +19,807 | New |
| Ghisallo Capital Management LLC | 20,000 | $436.2K | 0.01% | +20,000 | New |
| Bank of New York Mellon Corp | 20,951 | $456.9K | 0.00% | +20,951 | New |
| State Street Corp | 26,904 | $586.8K | 0.00% | +26,904 | New |
| Salzhauer Michael | 32,746 | $714.2K | 0.42% | +32,746 | New |
| Kennedy Capital Management, Inc. | 40,088 | $874.3K | 0.02% | +40,088 | New |
| Northern Trust Corp | 42,007 | $916.2K | 0.00% | +42,007 | New |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | $1.65M | 1.34% | +75,740 | New |
| First Manhattan Co | 77,638 | $1.69M | 0.00% | +77,638 | New |
| Banc Funds Co LLC | 85,715 | $1.87M | 0.33% | −161,890−65.4% | Reduced |
| Bleakley Financial Group, LLC | 88,094 | $1.92M | 0.04% | +88,094 | New |
| KLCM Advisors, Inc. | 90,474 | $1.97M | 0.20% | +53,428+144.2% | Added |
| Raffles Associates LP | 124,281 | $2.71M | 2.52% | +124,281 | New |
| Geode Capital Management, LLC | 130,534 | $2.85M | 0.00% | +130,534 | New |
| Vanguard Group Inc | 147,264 | $3.21M | 0.00% | +147,264 | New |
| North Reef Capital Management LP | 220,619 | $4.81M | 0.23% | +220,619 | New |
| BlackRock, Inc. | 250,316 | $5.46M | 0.00% | +250,316 | New |
| National Philanthropic Trust | 278,138 | $6.07M | 0.07% | +278,138 | New |
| RMB Capital Management, LLC | 306,540 | $6.69M | 0.12% | +306,540 | New |
| Mendon Capital Advisors Corp | 332,349 | $7.24M | 3.30% | +332,349 | New |
| Endeavour Capital Advisors Inc | 336,940 | $7.35M | 2.22% | +336,940 | New |
| Goldman Sachs Group Inc | 352,952 | $7.70M | 0.00% | +352,952 | New |
| Berkeley Capital Partners, LLC | 380,934 | $8.20M | 1.94% | −14,182−3.6% | Reduced |
| Fourthstone LLC | 378,141 | $8.25M | 1.48% | +378,141 | New |
| Azora Capital LP | 399,064 | $8.70M | 0.40% | +399,064 | New |
| Alliancebernstein L.P. | 503,082 | $11.0M | 0.00% | +503,082 | New |
| Patriot Financial Partners GP II, L.P. | 719,211 | $15.7M | 4.96% | +719,211 | New |
| EJF Capital LLC | 930,171 | $20.3M | 11.78% | +930,171 | New |