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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $25 | 0.00% | +1 | New |
| FMR LLC | 2 | $49 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $50 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 3 | $74 | 0.00% | +3 | New |
| Essential Partners LLC | 11 | $270 | 0.00% | +3+37.5% | Added |
| EverSource Wealth Advisors, LLC | 13 | $319 | 0.00% | +2+18.2% | Added |
| Basecamp Wealth Advisors LLC | 14 | $344 | 0.00% | +14 | New |
| Root Financial Partners, LLC | 17 | $418 | 0.00% | +17 | New |
| IFP Advisors, Inc | 20 | $492 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 22 | $541 | 0.00% | +22 | New |
| SRS Capital Advisors, Inc. | 28 | $689 | 0.00% | +28 | New |
| Rothschild Investment LLC | 32 | $787 | 0.00% | +32 | New |
| Covestor Ltd | 21 | $1.00K | 0.00% | −54−72.0% | Reduced |
| MAI Capital Management | 80 | $1.97K | 0.00% | +77+2,566.7% | Added |
| GAMMA Investing LLC | 119 | $2.93K | 0.00% | +59+98.3% | Added |
| Sterling Capital Management LLC | 272 | $6.69K | 0.00% | −13−4.6% | Reduced |
| Royal Bank of Canada | 276 | $7.00K | 0.00% | −369−57.2% | Reduced |
| Citigroup Inc | 432 | $10.6K | 0.00% | +308+248.4% | Added |
| California State Teachers Retirement System | 506 | $12.4K | 0.00% | +172+51.5% | Added |
| Russell Investments Group, Ltd. | 558 | $13.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 565 | $13.9K | 0.00% | +24+4.4% | Added |
| CWM, LLC | 618 | $15.2K | 0.00% | +399+182.2% | Added |
| Ameritas Investment Partners, Inc. | 752 | $18.5K | 0.00% | +366+94.8% | Added |
| Legal & General Group Plc | 789 | $19.4K | 0.00% | +393+99.2% | Added |
| Rockefeller Capital Management L.P. | 1,602 | $39.4K | 0.00% | +1,602 | New |
| Police & Firemen's Retirement System of New Jersey | 1,730 | $42.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,900 | $46.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,408 | $59.2K | 0.00% | +1,139+89.8% | Added |
| Vanguard Global Advisers, LLC | 2,962 | $72.8K | 0.00% | +2,962 | New |
| UBS Group AG | 3,149 | $77.4K | 0.00% | −22,023−87.5% | Reduced |
| Deutsche Bank AG | 3,403 | $83.7K | 0.00% | +3,403 | New |
| JPMorgan Chase & Co | 3,732 | $90.7K | 0.00% | +1,220+48.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,306 | $105.9K | 0.00% | +1,783+70.7% | Added |
| Daytona Street Capital LLC | 5,000 | $124.5K | 0.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 5,351 | $131.6K | 0.00% | +1,603+42.8% | Added |
| MetLife Investment Management | 5,356 | $131.7K | 0.00% | +5,356 | New |
| Barclays PLC | 5,716 | $140.6K | 0.00% | −6,255−52.3% | Reduced |
| Wells Fargo & Company | 6,255 | $153.8K | 0.00% | −2,650−29.8% | Reduced |
| Advisor Group Holdings, Inc. | 7,765 | $190.9K | 0.00% | +15+0.2% | Added |
| Centiva Capital, LP | 8,333 | $204.9K | 0.01% | +8,333 | New |
| Occudo Quantitative Strategies LP | 10,425 | $266.4K | 0.01% | +10,425 | New |
| Franklin Resources Inc | 10,921 | $268.5K | 0.00% | +10,921 | New |
| ELCO Management Co., LLC | 12,031 | $295.8K | 0.14% | +2,265+23.2% | Added |
| Bridgeway Capital Management, LLC | 14,909 | $366.6K | 0.01% | +14,909 | New |
| Bank of America Corp | 16,014 | $393.8K | 0.00% | +12,076+306.7% | Added |
| Ghisallo Capital Management LLC | 20,000 | $491.8K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,591 | $506.3K | 0.00% | +503+2.5% | Added |
| Millennium Management LLC | 21,313 | $524.1K | 0.00% | +21,313 | New |
| SEI Investments Co | 21,672 | $532.9K | 0.00% | +8,249+61.5% | Added |
| Charles Schwab Investment Management Inc | 24,213 | $595.4K | 0.00% | +6,851+39.5% | Added |
| Marshall Wace, LLP | 24,503 | $602.5K | 0.00% | −27,958−53.3% | Reduced |
| Morgan Stanley | 27,948 | $687.2K | 0.00% | +6,550+30.6% | Added |
| Trexquant Investment LP | 30,072 | $739.5K | 0.01% | +30,072 | New |
| Salzhauer Michael | 33,046 | $812.6K | 0.38% | +300+0.9% | Added |
| HB Wealth Management, LLC | 38,643 | $950.2K | 0.01% | +459+1.2% | Added |
| Nuveen, LLC | 39,464 | $970.4K | 0.00% | +30,220+326.9% | Added |
| Kennedy Capital Management, Inc. | 44,487 | $1.09M | 0.02% | +4,399+11.0% | Added |
| AQR Capital Management LLC | 44,967 | $1.11M | 0.00% | +44,967 | New |
| Vanguard Fiduciary Trust Co | 53,224 | $1.31M | 0.00% | +53,224 | New |
| Vanguard Portfolio Management LLC | 53,429 | $1.31M | 0.00% | +53,429 | New |
| Northern Trust Corp | 64,439 | $1.58M | 0.00% | +20,017+45.1% | Added |
| Acadian Asset Management LLC | 72,739 | $1.78M | 0.00% | +60,328+486.1% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | $1.86M | 1.43% | 00.0% | Unchanged |
| First Manhattan Co | 77,638 | $1.91M | 0.01% | 00.0% | Unchanged |
| Banc Funds Co LLC | 85,715 | $2.11M | 0.39% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 88,136 | $2.17M | 0.03% | +420.0% | Added |
| Two Sigma Investments, LP | 100,055 | $2.46M | 0.00% | +100,055 | New |
| KLCM Advisors, Inc. | 107,617 | $2.65M | 0.23% | 00.0% | Unchanged |
| Raffles Associates LP | 121,281 | $2.98M | 2.59% | 00.0% | Unchanged |
| State Street Corp | 126,440 | $3.11M | 0.00% | +86,557+217.0% | Added |
| Geode Capital Management, LLC | 191,250 | $4.70M | 0.00% | +44,113+30.0% | Added |
| EJF Capital LLC | 192,676 | $4.74M | 3.34% | −737,495−79.3% | Reduced |
| Endeavour Capital Advisors Inc | 241,595 | $5.94M | 1.35% | −95,245−28.3% | Reduced |
| Goldman Sachs Group Inc | 258,139 | $6.35M | 0.00% | +18,613+7.8% | Added |
| RMB Capital Management, LLC | 302,951 | $7.45M | 0.13% | +59,490+24.4% | Added |
| North Reef Capital Management LP | 320,982 | $7.89M | 0.27% | +57,082+21.6% | Added |
| Mendon Capital Advisors Corp | 329,743 | $8.11M | 3.14% | +63,955+24.1% | Added |
| Berkeley Capital Partners, LLC | 360,562 | $8.87M | 2.06% | −4,994−1.4% | Reduced |
| Alliancebernstein L.P. | 397,573 | $9.24M | 0.00% | −27,147−6.4% | Reduced |
| Vanguard Capital Management LLC | 406,427 | $9.99M | 0.00% | +406,427 | New |
| BlackRock, Inc. | 492,033 | $12.1M | 0.00% | +167,727+51.7% | Added |
| Fourthstone LLC | 1,100,504 | $27.1M | 4.59% | +140,707+14.7% | Added |
| Patriot Financial Partners GP II, L.P. | 1,159,211 | $28.5M | 7.34% | +440,000+61.2% | Added |
| 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 |