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, Q3 2026
Institutional positions in CoastalSouth Bancshares, Inc. as of Sep 30, 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
Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.
- Institutional holders
- 69
- +2 vs. Q2 2026
- Shares held
- 4.59M
- +61.3K (+1.4%) vs. Q2 2026
- Total value
- $118.7M
- −$2.84M (−2.3%) vs. Q2 2026
- New holders
- 10
- 33 more added
- Sold out
- 8
- 13 more reduced
33 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2026: 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, Q3 2026
Shares, value and share of portfolio for each institution holding CoastalSouth Bancshares, Inc.; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 608,424 | $16.0M | 5.20% | −82,943−12.0% | Reduced |
| BlackRock, Inc. | 591,359 | $15.5M | 0.00% | +7,161+1.2% | Added |
| Vanguard Capital Management LLC | 409,699 | $10.7M | 0.00% | +14,606+3.7% | Added |
| Geode Capital Management, LLC | 302,079 | $7.92M | 0.00% | +105,739+53.9% | Added |
| Berkeley Capital Partners, LLC | 356,303 | $7.78M | 1.63% | −870.0% | Reduced |
| North Reef Capital Management LP | 270,983 | $7.11M | 0.26% | −99,999−27.0% | Reduced |
| Acadian Asset Management LLC | 256,041 | $6.70M | 0.01% | +82,195+47.3% | Added |
| Qube Research & Technologies Ltd | 219,312 | $5.75M | 0.01% | +92,099+72.4% | Added |
| State Street Corp | 180,830 | $4.74M | 0.00% | −7,531−4.0% | Reduced |
| Fourthstone LLC | 151,321 | $3.97M | 0.95% | −73,890−32.8% | Reduced |
| Morgan Stanley | 136,325 | $3.57M | 0.00% | +27,394+25.1% | Added |
| KLCM Advisors, Inc. | 107,617 | $2.82M | 0.22% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 90,660 | $2.38M | 0.03% | +353+0.4% | Added |
| Banc Funds Co LLC | 85,715 | $2.25M | 0.36% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | $1.99M | 1.49% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 72,958 | $1.91M | 0.00% | +12,985+21.7% | Added |
| Nuveen, LLC | 64,629 | $1.69M | 0.00% | +25,165+63.8% | Added |
| Vanguard Fiduciary Trust Co | 57,631 | $1.51M | 0.00% | +4,584+8.6% | Added |
| JPMorgan Chase & Co | 45,960 | $1.21M | 0.00% | −13,832−23.1% | Reduced |
| BNP Paribas Arbitrage, SA | 44,105 | $1.16M | 0.00% | −4,317−8.9% | Reduced |
| Kennedy Capital Management, Inc. | 42,732 | $1.12M | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 38,517 | $1.01M | 0.01% | +406+1.1% | Added |
| Arrowstreet Capital, Limited Partnership | 38,073 | $998.3K | 0.00% | +2,451+6.9% | Added |
| Victory Capital Management Inc | 37,142 | $973.9K | 0.00% | +37,142 | New |
| First Trust Advisors LP | 36,830 | $965.7K | 0.00% | +36,830 | New |
| Salzhauer Michael | 33,046 | $866.5K | 0.37% | 00.0% | Unchanged |
| Empowered Funds, LLC | 22,163 | $581.1K | 0.00% | +22,163 | New |
| Bank of New York Mellon Corp | 22,045 | $578.0K | 0.00% | +670+3.1% | Added |
| Russell Investments Group, Ltd. | 18,449 | $485.1K | 0.00% | +1,044+6.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,548 | $460.1K | 0.01% | +9,629+121.6% | Added |
| UBS Group AG | 16,875 | $442.5K | 0.00% | +13,236+363.7% | Added |
| SEI Investments Co | 16,365 | $429.1K | 0.00% | +4,700+40.3% | Added |
| Quadrature Capital Ltd | 12,788 | $335.3K | 0.00% | −17,181−57.3% | Reduced |
| Centiva Capital, LP | 11,518 | $302.0K | 0.01% | −1,350−10.5% | Reduced |
| Rhumbline Advisers | 9,770 | $256.2K | 0.00% | +1,752+21.9% | Added |
| HRT Financial LP | 9,687 | $253.0K | 0.00% | −34,132−77.9% | Reduced |
| Martingale Asset Management L P | 9,113 | $238.9K | 0.01% | +9,113 | New |
| American Century Companies Inc | 8,926 | $234.0K | 0.00% | +8,926 | New |
| Ieq Capital, LLC | 8,383 | $219.8K | 0.00% | +8,383 | New |
| Barclays PLC | 8,373 | $219.5K | 0.00% | +580+7.4% | Added |
| ELCO Management Co., LLC | 7,935 | $208.1K | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,794 | $205.2K | 0.00% | +14+0.2% | Added |
| Deutsche Bank AG | 7,030 | $184.3K | 0.00% | −982−12.3% | Reduced |
| Daytona Street Capital LLC | 5,000 | $134.6K | 0.10% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 3,004 | $78.8K | 0.00% | +42+1.4% | Added |
| Rockefeller Capital Management L.P. | 2,356 | $61.8K | 0.00% | +3+0.1% | Added |
| The PNC Financial Services Group, Inc. | 2,125 | $55.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,812 | $47.5K | 0.00% | −2,229−55.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,730 | $45.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 837 | $21.9K | 0.00% | +616+278.7% | Added |
| Ameritas Investment Partners, Inc. | 752 | $19.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 246 | $6.45K | 0.00% | +94+61.8% | Added |
| Sterling Capital Management LLC | 173 | $4.54K | 0.00% | +7+4.2% | Added |
| IFP Advisors, Inc | 172 | $4.51K | 0.00% | +15+9.6% | Added |
| California State Teachers Retirement System | 113 | $2.96K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $2.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 87 | $2.28K | 0.00% | +86+8,600.0% | Added |
| Rothschild Investment LLC | 64 | $1.68K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 64 | $1.68K | 0.00% | +32+100.0% | Added |
| Jones Financial Companies LLLP | 55 | $1.46K | 0.00% | +55 | New |
| FMR LLC | 51 | $1.34K | 0.00% | +28+121.7% | Added |
| Covestor Ltd | 20 | $1.00K | 0.00% | +4+25.0% | Added |
| Essential Partners LLC | 38 | $996 | 0.00% | +14+58.3% | Added |
| Root Financial Partners, LLC | 34 | $891 | 0.00% | +34 | New |
| Farther Finance Advisors, LLC | 18 | $472 | 0.00% | +14+350.0% | Added |
| True Wealth Design, LLC | 17 | $446 | 0.00% | +7+70.0% | Added |
| Parkside Financial Bank & Trust | 15 | $394 | 0.00% | +15 | New |
| GK Wealth Management LLC | 6 | $158 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 4 | $105 | 0.00% | −6−60.0% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −50,345−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,128−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,681−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,941−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −10,395−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,735−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,564−100.0% | Sold out |
| Two Sigma Investments, LP | – | – | – | – | Not filed |
| Alliancebernstein L.P. | – | – | – | – | Not filed |
| Mendon Capital Advisors Corp | – | – | – | – | Not filed |
| RMB Capital Management, LLC | – | – | – | – | Not filed |
| EJF Capital LLC | – | – | – | – | Not filed |
| Raffles Associates LP | – | – | – | – | Not filed |
| Goldman Sachs Group Inc | – | – | – | – | Not filed |
| Citadel Advisors LLC | – | – | – | – | Not filed |
| First Manhattan Co | – | – | – | – | Not filed |
| AQR Capital Management LLC | – | – | – | – | Not filed |
| Northern Trust Corp | – | – | – | – | Not filed |
| Point72 Asset Management, L.P. | – | – | – | – | Not filed |
| Trexquant Investment LP | – | – | – | – | Not filed |
| Bank of America Corp | – | – | – | – | Not filed |
| XTX Topco Ltd | – | – | – | – | Not filed |
| Millennium Management LLC | – | – | – | – | Not filed |
| Occudo Quantitative Strategies LP | – | – | – | – | Not filed |
| D. E. Shaw & Co., Inc. | – | – | – | – | Not filed |
| Charles Schwab Investment Management Inc | – | – | – | – | Not filed |
| Bridgeway Capital Management, LLC | – | – | – | – | Not filed |
| Man Group plc | – | – | – | – | Not filed |
| Schonfeld Strategic Advisors LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |