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, Q4 2025
Institutional positions in CoastalSouth Bancshares, Inc. as of Dec 31, 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
- 66
- +13 vs. Q3 2025
- Shares held
- 6.84M
- +333.5K (+5.1%) vs. Q3 2025
- Total value
- $159.0M
- +$17.2M (+12.1%) vs. Q3 2025
- New holders
- 18
- 19 more added
- Sold out
- 5
- 16 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding CoastalSouth Bancshares, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 959,797 | $22.3M | 4.18% | +581,656+153.8% | Added |
| EJF Capital LLC | 930,171 | $21.6M | 12.28% | 00.0% | Unchanged |
| Patriot Financial Partners GP II, L.P. | 719,211 | $16.7M | 5.21% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 424,720 | $9.87M | 0.00% | −78,362−15.6% | Reduced |
| Berkeley Capital Partners, LLC | 365,556 | $8.50M | 2.00% | −15,378−4.0% | Reduced |
| Endeavour Capital Advisors Inc | 336,840 | $7.83M | 2.18% | −1000.0% | Reduced |
| BlackRock, Inc. | 324,306 | $7.54M | 0.00% | +73,990+29.6% | Added |
| Azora Capital LP | 308,940 | $7.18M | 0.45% | −90,124−22.6% | Reduced |
| Mendon Capital Advisors Corp | 265,788 | $6.18M | 2.42% | −66,561−20.0% | Reduced |
| North Reef Capital Management LP | 263,900 | $6.14M | 0.25% | +43,281+19.6% | Added |
| RMB Capital Management, LLC | 243,461 | $5.66M | 0.10% | −63,079−20.6% | Reduced |
| Goldman Sachs Group Inc | 239,526 | $5.57M | 0.00% | −113,426−32.1% | Reduced |
| Vanguard Group Inc | 234,072 | $5.44M | 0.00% | +86,808+58.9% | Added |
| Geode Capital Management, LLC | 147,137 | $3.42M | 0.00% | +16,603+12.7% | Added |
| Raffles Associates LP | 121,281 | $2.82M | 2.12% | −3,000−2.4% | Reduced |
| KLCM Advisors, Inc. | 107,617 | $2.50M | 0.22% | +17,143+18.9% | Added |
| Bleakley Financial Group, LLC | 88,094 | $2.05M | 0.04% | 00.0% | Unchanged |
| Banc Funds Co LLC | 85,715 | $1.99M | 0.39% | 00.0% | Unchanged |
| First Manhattan Co | 77,638 | $1.81M | 0.00% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | $1.76M | 1.45% | 00.0% | Unchanged |
| Marshall Wace, LLP | 52,461 | $1.22M | 0.00% | +52,461 | New |
| Northern Trust Corp | 44,422 | $1.03M | 0.00% | +2,415+5.7% | Added |
| Citadel Advisors LLC | 41,556 | $966.2K | 0.00% | +41,556 | New |
| Kennedy Capital Management, Inc. | 40,088 | $932.0K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 39,883 | $927.3K | 0.00% | +12,979+48.2% | Added |
| HB Wealth Management, LLC | 38,184 | $887.8K | 0.01% | +38,184 | New |
| Salzhauer Michael | 32,746 | $761.3K | 0.34% | 00.0% | Unchanged |
| UBS Group AG | 25,172 | $585.2K | 0.00% | +16,322+184.4% | Added |
| Morgan Stanley | 21,398 | $497.5K | 0.00% | +18,197+568.5% | Added |
| Bank of New York Mellon Corp | 20,088 | $467.0K | 0.00% | −863−4.1% | Reduced |
| Ghisallo Capital Management LLC | 20,000 | $465.0K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 17,362 | $403.7K | 0.00% | +1,780+11.4% | Added |
| SEI Investments Co | 13,423 | $312.1K | 0.00% | +3,751+38.8% | Added |
| Jane Street Group, LLC | 12,890 | $299.7K | 0.00% | +12,890 | New |
| Acadian Asset Management LLC | 12,411 | $287.0K | 0.00% | +12,411 | New |
| Barclays PLC | 11,971 | $278.3K | 0.00% | +5,392+82.0% | Added |
| Quadrature Capital Ltd | 10,373 | $241.2K | 0.00% | +10,373 | New |
| ELCO Management Co., LLC | 9,766 | $227.1K | 0.14% | −1,349−12.1% | Reduced |
| Nuveen, LLC | 9,244 | $214.9K | 0.00% | +9,244 | New |
| Wells Fargo & Company | 8,905 | $207.0K | 0.00% | +5,444+157.3% | Added |
| Advisor Group Holdings, Inc. | 7,750 | $180.2K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 5,000 | $116.3K | 0.10% | +5,000 | New |
| Los Angeles Capital Management LLC | 4,888 | $104.3K | 0.00% | +4,888 | New |
| Bank of America Corp | 3,938 | $91.6K | 0.00% | −2,784−41.4% | Reduced |
| Rhumbline Advisers | 3,748 | $87.1K | 0.00% | −403−9.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,523 | $58.7K | 0.00% | +375+17.5% | Added |
| JPMorgan Chase & Co | 2,512 | $58.4K | 0.00% | −550−18.0% | Reduced |
| New York State Common Retirement Fund | 1,900 | $44.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,730 | $40.2K | 0.00% | +1,730 | New |
| BNP Paribas Arbitrage, SA | 1,269 | $29.5K | 0.00% | −868−40.6% | Reduced |
| Royal Bank of Canada | 645 | $15.0K | 0.00% | −1,561−70.8% | Reduced |
| Russell Investments Group, Ltd. | 558 | $13.0K | 0.00% | +75+15.5% | Added |
| Tower Research Capital LLC (TRC) | 541 | $12.6K | 0.00% | −142−20.8% | Reduced |
| Legal & General Group Plc | 396 | $9.21K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 386 | $8.97K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 334 | $7.77K | 0.00% | +334 | New |
| Sterling Capital Management LLC | 285 | $6.63K | 0.00% | +2+0.7% | Added |
| CWM, LLC | 219 | $5.00K | 0.00% | +219 | New |
| Amalgamated Bank | 172 | $4.00K | 0.00% | +22+14.7% | Added |
| Citigroup Inc | 124 | $2.88K | 0.00% | +70+129.6% | Added |
| Covestor Ltd | 75 | $2.00K | 0.00% | +75 | New |
| GAMMA Investing LLC | 60 | $1.40K | 0.00% | +60 | New |
| IFP Advisors, Inc | 20 | $465 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 11 | $256 | 0.00% | +11 | New |
| Essential Partners LLC | 8 | $186 | 0.00% | +8 | New |
| MAI Capital Management | 3 | $70 | 0.00% | +3 | New |
| National Philanthropic Trust | 0 | $0 | 0.00% | −278,138−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −19,807−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |