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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.

Q1 2026 vs. Q4 2025

How the institutions holding CoastalSouth Bancshares, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of COSO: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders66183+18
Shares6.84M234.1K7.31M+702.6K (+10.6%)
Value$159.0M$5.44M$179.2M+$25.6M (+16.7%)

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held CoastalSouth Bancshares, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to COSO in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC406,427$9.99M0.00%
Two Sigma Investments, LP100,055$2.46M0.00%
Vanguard Portfolio Management LLC53,429$1.31M0.00%
Vanguard Fiduciary Trust Co53,224$1.31M0.00%
AQR Capital Management LLC44,967$1.11M0.00%
Trexquant Investment LP30,072$739.5K0.01%
Millennium Management LLC21,313$524.1K0.00%
Bridgeway Capital Management, LLC14,909$366.6K0.01%
Franklin Resources Inc10,921$268.5K0.00%
Occudo Quantitative Strategies LP10,425$266.4K0.01%
Centiva Capital, LP8,333$204.9K0.01%
MetLife Investment Management5,356$131.7K0.00%
Deutsche Bank AG3,403$83.7K0.00%
Vanguard Global Advisers, LLC2,962$72.8K0.00%
Rockefeller Capital Management L.P.1,602$39.4K0.00%
Rothschild Investment LLC32$7870.00%
SRS Capital Advisors, Inc.28$6890.00%
Allworth Financial LP22$5410.00%
Root Financial Partners, LLC17$4180.00%
Basecamp Wealth Advisors LLC14$3440.00%
Farther Finance Advisors, LLC3$740.00%
True Wealth Design, LLC2$500.00%
FMR LLC2$490.00%
Sunbelt Securities, Inc.1$250.00%

Sold out (6)

Institutions that held CoastalSouth Bancshares, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of COSO in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Azora Capital LP308,940$7.18M
Citadel Advisors LLC41,556$966.2K
Jane Street Group, LLC12,890$299.7K
Quadrature Capital Ltd10,373$241.2K
Los Angeles Capital Management LLC4,888$104.3K
Amalgamated Bank172$4.00K

Not filed for Q1 2026 yet (1)

Institutions that held CoastalSouth Bancshares, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding COSO in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc234,072$5.44M