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, Q1 2026
Institutional positions in CoastalSouth Bancshares, Inc. as of Mar 31, 2026. 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
- 83
- +18 vs. Q4 2025
- Shares held
- 7.31M
- +702.6K (+10.6%) vs. Q4 2025
- Total value
- $179.2M
- +$25.6M (+16.7%) vs. Q4 2025
- New holders
- 24
- 37 more added
- Sold out
- 6
- 11 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding CoastalSouth Bancshares, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 1,159,211 | $28.5M | 7.34% | +440,000+61.2% | Added |
| Fourthstone LLC | 1,100,504 | $27.1M | 4.59% | +140,707+14.7% | Added |
| BlackRock, Inc. | 492,033 | $12.1M | 0.00% | +167,727+51.7% | Added |
| Vanguard Capital Management LLC | 406,427 | $9.99M | 0.00% | +406,427 | New |
| Alliancebernstein L.P. | 397,573 | $9.24M | 0.00% | −27,147−6.4% | Reduced |
| Berkeley Capital Partners, LLC | 360,562 | $8.87M | 2.06% | −4,994−1.4% | Reduced |
| Mendon Capital Advisors Corp | 329,743 | $8.11M | 3.14% | +63,955+24.1% | Added |
| North Reef Capital Management LP | 320,982 | $7.89M | 0.27% | +57,082+21.6% | Added |
| RMB Capital Management, LLC | 302,951 | $7.45M | 0.13% | +59,490+24.4% | Added |
| Goldman Sachs Group Inc | 258,139 | $6.35M | 0.00% | +18,613+7.8% | Added |
| Endeavour Capital Advisors Inc | 241,595 | $5.94M | 1.35% | −95,245−28.3% | Reduced |
| EJF Capital LLC | 192,676 | $4.74M | 3.34% | −737,495−79.3% | Reduced |
| Geode Capital Management, LLC | 191,250 | $4.70M | 0.00% | +44,113+30.0% | Added |
| State Street Corp | 126,440 | $3.11M | 0.00% | +86,557+217.0% | Added |
| Raffles Associates LP | 121,281 | $2.98M | 2.59% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 107,617 | $2.65M | 0.23% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 100,055 | $2.46M | 0.00% | +100,055 | New |
| Bleakley Financial Group, LLC | 88,136 | $2.17M | 0.03% | +420.0% | Added |
| Banc Funds Co LLC | 85,715 | $2.11M | 0.39% | 00.0% | Unchanged |
| First Manhattan Co | 77,638 | $1.91M | 0.01% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | $1.86M | 1.43% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 72,739 | $1.78M | 0.00% | +60,328+486.1% | Added |
| Northern Trust Corp | 64,439 | $1.58M | 0.00% | +20,017+45.1% | Added |
| Vanguard Portfolio Management LLC | 53,429 | $1.31M | 0.00% | +53,429 | New |
| Vanguard Fiduciary Trust Co | 53,224 | $1.31M | 0.00% | +53,224 | New |
| AQR Capital Management LLC | 44,967 | $1.11M | 0.00% | +44,967 | New |
| Kennedy Capital Management, Inc. | 44,487 | $1.09M | 0.02% | +4,399+11.0% | Added |
| Nuveen, LLC | 39,464 | $970.4K | 0.00% | +30,220+326.9% | Added |
| HB Wealth Management, LLC | 38,643 | $950.2K | 0.01% | +459+1.2% | Added |
| Salzhauer Michael | 33,046 | $812.6K | 0.38% | +300+0.9% | Added |
| Trexquant Investment LP | 30,072 | $739.5K | 0.01% | +30,072 | New |
| Morgan Stanley | 27,948 | $687.2K | 0.00% | +6,550+30.6% | Added |
| Marshall Wace, LLP | 24,503 | $602.5K | 0.00% | −27,958−53.3% | Reduced |
| Charles Schwab Investment Management Inc | 24,213 | $595.4K | 0.00% | +6,851+39.5% | Added |
| SEI Investments Co | 21,672 | $532.9K | 0.00% | +8,249+61.5% | Added |
| Millennium Management LLC | 21,313 | $524.1K | 0.00% | +21,313 | New |
| Bank of New York Mellon Corp | 20,591 | $506.3K | 0.00% | +503+2.5% | Added |
| Ghisallo Capital Management LLC | 20,000 | $491.8K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 16,014 | $393.8K | 0.00% | +12,076+306.7% | Added |
| Bridgeway Capital Management, LLC | 14,909 | $366.6K | 0.01% | +14,909 | New |
| ELCO Management Co., LLC | 12,031 | $295.8K | 0.14% | +2,265+23.2% | Added |
| Franklin Resources Inc | 10,921 | $268.5K | 0.00% | +10,921 | New |
| Occudo Quantitative Strategies LP | 10,425 | $266.4K | 0.01% | +10,425 | New |
| Centiva Capital, LP | 8,333 | $204.9K | 0.01% | +8,333 | New |
| Advisor Group Holdings, Inc. | 7,765 | $190.9K | 0.00% | +15+0.2% | Added |
| Wells Fargo & Company | 6,255 | $153.8K | 0.00% | −2,650−29.8% | Reduced |
| Barclays PLC | 5,716 | $140.6K | 0.00% | −6,255−52.3% | Reduced |
| MetLife Investment Management | 5,356 | $131.7K | 0.00% | +5,356 | New |
| Rhumbline Advisers | 5,351 | $131.6K | 0.00% | +1,603+42.8% | Added |
| Daytona Street Capital LLC | 5,000 | $124.5K | 0.10% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,306 | $105.9K | 0.00% | +1,783+70.7% | Added |
| JPMorgan Chase & Co | 3,732 | $90.7K | 0.00% | +1,220+48.6% | Added |
| Deutsche Bank AG | 3,403 | $83.7K | 0.00% | +3,403 | New |
| UBS Group AG | 3,149 | $77.4K | 0.00% | −22,023−87.5% | Reduced |
| Vanguard Global Advisers, LLC | 2,962 | $72.8K | 0.00% | +2,962 | New |
| BNP Paribas Arbitrage, SA | 2,408 | $59.2K | 0.00% | +1,139+89.8% | Added |
| New York State Common Retirement Fund | 1,900 | $46.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,730 | $42.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,602 | $39.4K | 0.00% | +1,602 | New |
| Legal & General Group Plc | 789 | $19.4K | 0.00% | +393+99.2% | Added |
| Ameritas Investment Partners, Inc. | 752 | $18.5K | 0.00% | +366+94.8% | Added |
| CWM, LLC | 618 | $15.2K | 0.00% | +399+182.2% | Added |
| Tower Research Capital LLC (TRC) | 565 | $13.9K | 0.00% | +24+4.4% | Added |
| Russell Investments Group, Ltd. | 558 | $13.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 506 | $12.4K | 0.00% | +172+51.5% | Added |
| Citigroup Inc | 432 | $10.6K | 0.00% | +308+248.4% | Added |
| Royal Bank of Canada | 276 | $7.00K | 0.00% | −369−57.2% | Reduced |
| Sterling Capital Management LLC | 272 | $6.69K | 0.00% | −13−4.6% | Reduced |
| GAMMA Investing LLC | 119 | $2.93K | 0.00% | +59+98.3% | Added |
| MAI Capital Management | 80 | $1.97K | 0.00% | +77+2,566.7% | Added |
| Covestor Ltd | 21 | $1.00K | 0.00% | −54−72.0% | Reduced |
| Rothschild Investment LLC | 32 | $787 | 0.00% | +32 | New |
| SRS Capital Advisors, Inc. | 28 | $689 | 0.00% | +28 | New |
| Allworth Financial LP | 22 | $541 | 0.00% | +22 | New |
| IFP Advisors, Inc | 20 | $492 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 17 | $418 | 0.00% | +17 | New |
| Basecamp Wealth Advisors LLC | 14 | $344 | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 13 | $319 | 0.00% | +2+18.2% | Added |
| Essential Partners LLC | 11 | $270 | 0.00% | +3+37.5% | Added |
| Farther Finance Advisors, LLC | 3 | $74 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $50 | 0.00% | +2 | New |
| FMR LLC | 2 | $49 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 1 | $25 | 0.00% | +1 | New |
| Azora Capital LP | 0 | $0 | 0.00% | −308,940−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −41,556−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,890−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,373−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,888−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |