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, Q2 2026
Institutional positions in CoastalSouth Bancshares, Inc. as of Jun 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
- Institutional holders
- 100
- +19 vs. Q1 2026
- Shares held
- 6.90M
- −404.7K (−5.5%) vs. Q1 2026
- Total value
- $184.6M
- +$5.42M (+3.0%) vs. Q1 2026
- New holders
- 23
- 41 more added
- Sold out
- 4
- 21 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2026
Shares, value and share of portfolio for each institution holding CoastalSouth Bancshares, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | −5−23.8% | Reduced |
| SJS Investment Consulting Inc. | 1 | $27 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 4 | $107 | 0.00% | +1+33.3% | Added |
| Caitong International Asset Management Co., Ltd | 10 | $268 | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $269 | 0.00% | +8+400.0% | Added |
| Basecamp Wealth Advisors LLC | 18 | $483 | 0.00% | +4+28.6% | Added |
| FMR LLC | 23 | $618 | 0.00% | +21+1,050.0% | Added |
| Essential Partners LLC | 24 | $644 | 0.00% | +13+118.2% | Added |
| EverSource Wealth Advisors, LLC | 32 | $860 | 0.00% | +19+146.2% | Added |
| Rothschild Investment LLC | 64 | $1.72K | 0.00% | +32+100.0% | Added |
| Allworth Financial LP | 90 | $2.42K | 0.00% | +68+309.1% | Added |
| California State Teachers Retirement System | 113 | $3.03K | 0.00% | −393−77.7% | Reduced |
| GAMMA Investing LLC | 152 | $4.08K | 0.00% | +33+27.7% | Added |
| IFP Advisors, Inc | 157 | $4.21K | 0.00% | +137+685.0% | Added |
| Sterling Capital Management LLC | 166 | $4.46K | 0.00% | −106−39.0% | Reduced |
| SRS Capital Advisors, Inc. | 221 | $5.93K | 0.00% | +193+689.3% | Added |
| Royal Bank of Canada | 733 | $20.0K | 0.00% | +457+165.6% | Added |
| Ameritas Investment Partners, Inc. | 752 | $20.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 789 | $21.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,053 | $28.3K | 0.00% | +488+86.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,730 | $46.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,900 | $51.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,125 | $57.1K | 0.00% | +2,125 | New |
| Rockefeller Capital Management L.P. | 2,353 | $63.2K | 0.00% | +751+46.9% | Added |
| Vanguard Global Advisers, LLC | 2,962 | $79.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,639 | $97.7K | 0.00% | +490+15.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,784 | $101.6K | 0.00% | −522−12.1% | Reduced |
| Citigroup Inc | 4,041 | $108.5K | 0.00% | +3,609+835.4% | Added |
| Daytona Street Capital LLC | 5,000 | $133.1K | 0.10% | 00.0% | Unchanged |
| MetLife Investment Management | 5,356 | $143.8K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,564 | $203.1K | 0.00% | +7,564 | New |
| Advisor Group Holdings, Inc. | 7,780 | $208.9K | 0.00% | +15+0.2% | Added |
| Barclays PLC | 7,793 | $209.2K | 0.00% | +2,077+36.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,919 | $212.6K | 0.00% | +7,919 | New |
| ELCO Management Co., LLC | 7,935 | $213.1K | 0.09% | −4,096−34.0% | Reduced |
| Deutsche Bank AG | 8,012 | $215.1K | 0.00% | +4,609+135.4% | Added |
| Rhumbline Advisers | 8,018 | $215.3K | 0.00% | +2,667+49.8% | Added |
| Wells Fargo & Company | 8,281 | $222.3K | 0.00% | +2,026+32.4% | Added |
| Algert Global LLC | 8,303 | $222.9K | 0.00% | +8,303 | New |
| Virtu Financial LLC | 9,320 | $250.0K | 0.01% | +9,320 | New |
| Susquehanna Fundamental Investments, LLC | 9,441 | $253.5K | 0.00% | +9,441 | New |
| Walleye Capital LLC | 9,735 | $261.4K | 0.00% | +9,735 | New |
| Schonfeld Strategic Advisors LLC | 9,962 | $267.5K | 0.00% | +9,962 | New |
| Franklin Resources Inc | 10,395 | $279.1K | 0.00% | −526−4.8% | Reduced |
| Squarepoint Ops LLC | 10,941 | $293.8K | 0.00% | +10,941 | New |
| SEI Investments Co | 11,665 | $313.2K | 0.00% | −10,007−46.2% | Reduced |
| Winton Group Ltd | 11,681 | $313.6K | 0.01% | +11,681 | New |
| Centiva Capital, LP | 12,868 | $345.5K | 0.01% | +4,535+54.4% | Added |
| Marshall Wace, LLP | 14,128 | $379.3K | 0.00% | −10,375−42.3% | Reduced |
| Man Group plc | 14,767 | $396.5K | 0.00% | +14,767 | New |
| Bridgeway Capital Management, LLC | 14,909 | $400.3K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 15,800 | $424.2K | 0.00% | +15,800 | New |
| Russell Investments Group, Ltd. | 17,405 | $466.9K | 0.00% | +16,847+3,019.2% | Added |
| Bank of New York Mellon Corp | 21,375 | $573.9K | 0.00% | +784+3.8% | Added |
| Charles Schwab Investment Management Inc | 24,189 | $649.5K | 0.00% | −24−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 26,090 | $700.5K | 0.00% | +26,090 | New |
| Occudo Quantitative Strategies LP | 29,110 | $781.6K | 0.04% | +18,685+179.2% | Added |
| Quadrature Capital Ltd | 29,969 | $804.7K | 0.01% | +29,969 | New |
| Millennium Management LLC | 32,027 | $859.9K | 0.00% | +10,714+50.3% | Added |
| Salzhauer Michael | 33,046 | $887.3K | 0.33% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 35,622 | $956.5K | 0.00% | +35,622 | New |
| HB Wealth Management, LLC | 38,111 | $1.02M | 0.01% | −532−1.4% | Reduced |
| XTX Topco Ltd | 38,845 | $1.04M | 0.01% | +38,845 | New |
| Nuveen, LLC | 39,464 | $1.06M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 39,688 | $1.07M | 0.00% | +23,674+147.8% | Added |
| Kennedy Capital Management, Inc. | 42,732 | $1.15M | 0.02% | −1,755−3.9% | Reduced |
| HRT Financial LP | 43,819 | $1.18M | 0.00% | +43,819 | New |
| BNP Paribas Arbitrage, SA | 48,422 | $1.30M | 0.00% | +46,014+1,910.9% | Added |
| Jane Street Group, LLC | 50,345 | $1.35M | 0.00% | +50,345 | New |
| Vanguard Fiduciary Trust Co | 53,047 | $1.42M | 0.00% | −177−0.3% | Reduced |
| JPMorgan Chase & Co | 59,792 | $1.60M | 0.00% | +56,060+1,502.1% | Added |
| Vanguard Portfolio Management LLC | 59,973 | $1.61M | 0.00% | +6,544+12.2% | Added |
| Trexquant Investment LP | 63,324 | $1.70M | 0.01% | +33,252+110.6% | Added |
| Point72 Asset Management, L.P. | 63,549 | $1.71M | 0.00% | +63,549 | New |
| Northern Trust Corp | 65,971 | $1.77M | 0.00% | +1,532+2.4% | Added |
| AQR Capital Management LLC | 70,177 | $1.88M | 0.00% | +25,210+56.1% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | $2.03M | 1.40% | 00.0% | Unchanged |
| First Manhattan Co | 77,638 | $2.08M | 0.01% | 00.0% | Unchanged |
| Banc Funds Co LLC | 85,715 | $2.30M | 0.38% | 00.0% | Unchanged |
| Citadel Advisors LLC | 88,947 | $2.39M | 0.00% | +88,947 | New |
| Bleakley Financial Group, LLC | 90,307 | $2.42M | 0.03% | +2,171+2.5% | Added |
| Goldman Sachs Group Inc | 91,528 | $2.46M | 0.00% | −166,611−64.5% | Reduced |
| KLCM Advisors, Inc. | 107,617 | $2.89M | 0.23% | 00.0% | Unchanged |
| Morgan Stanley | 108,931 | $2.92M | 0.00% | +80,983+289.8% | Added |
| Raffles Associates LP | 112,138 | $3.01M | 2.57% | −9,143−7.5% | Reduced |
| Qube Research & Technologies Ltd | 127,213 | $3.42M | 0.00% | +127,213 | New |
| Acadian Asset Management LLC | 173,846 | $4.66M | 0.01% | +101,107+139.0% | Added |
| State Street Corp | 188,361 | $5.06M | 0.00% | +61,921+49.0% | Added |
| EJF Capital LLC | 192,676 | $5.17M | 3.46% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 196,340 | $5.27M | 0.00% | +5,090+2.7% | Added |
| Fourthstone LLC | 225,211 | $6.09M | 4.33% | −875,293−79.5% | Reduced |
| RMB Capital Management, LLC | 250,001 | $6.71M | 0.10% | −52,950−17.5% | Reduced |
| Mendon Capital Advisors Corp | 267,232 | $7.18M | 2.54% | −62,511−19.0% | Reduced |
| Alliancebernstein L.P. | 347,546 | $8.55M | 0.00% | −50,027−12.6% | Reduced |
| Berkeley Capital Partners, LLC | 356,390 | $9.57M | 1.97% | −4,172−1.2% | Reduced |
| North Reef Capital Management LP | 370,982 | $9.96M | 0.38% | +50,000+15.6% | Added |
| Vanguard Capital Management LLC | 395,093 | $10.6M | 0.00% | −11,334−2.8% | Reduced |
| Two Sigma Investments, LP | 408,489 | $11.0M | 0.01% | +308,434+308.3% | Added |
| BlackRock, Inc. | 584,198 | $15.7M | 0.00% | +92,165+18.7% | Added |
| Patriot Financial Partners GP II, L.P. | 691,367 | $18.6M | 4.74% | −467,844−40.4% | Reduced |