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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.

Q4 2025 vs. Q3 2025

How the institutions holding CoastalSouth Bancshares, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of COSO: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Holders5366+13
Shares6.51M6.84M+333.5K (+5.1%)
Value$141.8M$159.0M+$17.2M (+12.1%)

New holders (18)

Institutions that held CoastalSouth Bancshares, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to COSO in Q4 2025
InstitutionSharesValue% of portfolio
Marshall Wace, LLP52,461$1.22M0.00%
Citadel Advisors LLC41,556$966.2K0.00%
HB Wealth Management, LLC38,184$887.8K0.01%
Jane Street Group, LLC12,890$299.7K0.00%
Acadian Asset Management LLC12,411$287.0K0.00%
Quadrature Capital Ltd10,373$241.2K0.00%
Nuveen, LLC9,244$214.9K0.00%
Daytona Street Capital LLC5,000$116.3K0.10%
Los Angeles Capital Management LLC4,888$104.3K0.00%
Police & Firemen's Retirement System of New Jersey1,730$40.2K0.00%
California State Teachers Retirement System334$7.77K0.00%
CWM, LLC219$5.00K0.00%
Covestor Ltd75$2.00K0.00%
GAMMA Investing LLC60$1.40K0.00%
IFP Advisors, Inc20$4650.00%
EverSource Wealth Advisors, LLC11$2560.00%
Essential Partners LLC8$1860.00%
MAI Capital Management3$700.00%

Sold out (5)

Institutions that held CoastalSouth Bancshares, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of COSO in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
National Philanthropic Trust278,138$6.07M
Millennium Management LLC19,807$432.0K
Deutsche Bank AG4,953$108.0K
STRS Ohio800$17.4K
FMR LLC2$44