Security Snapshot

CoastalSouth Bancshares, Inc. - Voting Common Stock (COSO) Institutional Ownership

CUSIP: 19058X207

13F Institutional Holders and Ownership History from Q1 2018 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

43

Shares (Excl. Options)

3.46MFull value: 3,456,630 · shares · 30 Sep 2026

Price

$26.22

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Voting Common Stock
Symbol
COSO on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
3,456,630
Latest holder snapshot 5 signals
Total 13F value
$89,071,126
Portfolio coverage rank
0%
Share change
+6,032
Value change
+$121,384
Number of holders
43
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
11,937,125
SEC-reported price per share
$26.22
Insider filing price
$26.22
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • COSO - CoastalSouth Bancshares, Inc. - Voting Common Stock is tracked under CUSIP 19058X207.
  • 43 institutions reported positions in Q3 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 99 to 43 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $184.62MFull value: $184,618,327 · USD · 30 Jun 2026
    to
    $89.07MFull value: $89,071,126 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 43 institutions filings for Q3 2026.

Open SEC evidence

Security key

19058X207

13F reference period

Q3 2026

13F holders

43

13D/G owners

3

CIK / CUSIP context first

Open Q3 2026 holders COSO full holder history CoastalSouth Bancshares, Inc. SEC filings CoastalSouth Bancshares, Inc. company facts CoastalSouth Bancshares, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
COSO
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Patriot Financial Partners II, L.P. 4.8% -17% $15,178,293 -$3,136,019 572,982 -17% WYCOFF W KIRK 14 Aug 2026
Fourthstone LLC 1.9% -81% $5,887,016 -$22,880,159 225,211 -80% Fourthstone LLC 30 Jun 2026
EJF Capital LP 1.6% -77% $4,907,458 -$18,783,998 192,676 -79% EJF Capital LP 31 Mar 2026
As of 30 Sep 2026, 43 institutional investors reported holding
3.46MFull value: 3,456,630 · shares · 30 Sep 2026
shares of CoastalSouth Bancshares, Inc. - Voting Common Stock (COSO). This represents 29% of the company’s total
11.94MFull value: 11,937,125 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
29%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Patriot Financial Partners GP II, L.P. 5.1% 608,424 -12% 5.2% $15,952,877
VANGUARD CAPITAL MANAGEMENT LLC 3.4% 409,699 +3.7% 0% $10,742,308
Berkeley Capital Partners, LLC 3% 356,303 -0.02% 1.6% $7,776,057
GEODE CAPITAL MANAGEMENT, LLC 2.5% 302,079 +54% 0% $7,921,565
North Reef Capital Management LP 2.3% 270,983 -27% 0.26% $7,105,174
Qube Research & Technologies Ltd 1.8% 219,312 +72% 0.01% $5,750,361
STATE STREET CORP 1.5% 180,830 -4% 0% $4,741,363
Fourthstone LLC 1.3% 151,321 -33% 0.95% $3,967,637
MORGAN STANLEY 1.1% 136,325 +25% 0% $3,574,441
KLCM Advisors, Inc. 0.9% 107,617 0% 0.22% $2,821,718
Bleakley Financial Group, LLC 0.76% 90,660 +0.39% 0.03% $2,377,105
BANC FUNDS CO LLC 0.72% 85,715 0% 0.36% $2,247,447
Elizabeth Park Capital Advisors, Ltd. 0.63% 75,740 0% 1.5% $1,985,903
VANGUARD PORTFOLIO MANAGEMENT LLC 0.61% 72,958 +22% 0% $1,912,959
VANGUARD FIDUCIARY TRUST CO 0.48% 57,631 +8.6% 0% $1,511,085
BNP PARIBAS FINANCIAL MARKETS 0.37% 44,105 0% $1,156,433
KENNEDY CAPITAL MANAGEMENT LLC 0.36% 42,732 0% 0.02% $1,120,433
HB Wealth Management, LLC 0.32% 38,517 +1.1% 0.01% $1,009,905
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.32% 38,073 +6.9% 0% $998,274
FIRST TRUST ADVISORS LP 0.31% 36,830 0% $965,682
SALZHAUER MICHAEL 0.28% 33,046 0% 0.37% $866,466
Empowered Funds, LLC 0.19% 22,163 0% $581,114
Y-Intercept (Hong Kong) Ltd 0.15% 17,548 +122% 0.01% $460,109
Quadrature Capital Ltd 0.11% 12,788 -57% 0% $335,301
MARTINGALE ASSET MANAGEMENT L P 0.08% 9,113 0.01% $238,943

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
35
Headline period
Q3 2026
Rows shown
1-25 of 35
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 3,456,630 $89,071,126 +$121,384 $26.22 43
2026 Q2 6,904,116 $184,618,327 -$11,558,821 $26.85 99
2026 Q1 7,309,418 $179,213,823 +$5,119,763 $24.59 82
2025 Q4 6,840,948 $159,042,145 +$8,085,354 $23.25 66
2025 Q3 6,229,273 $135,749,934 +$104,592,009 $21.81 52
2025 Q2 679,767 $14,511,750 +$8,303,523 $21.29 3
2025 Q1 291,603 $6,196,563 -$354,471 $21.25 2
2024 Q4 308,284 $6,763,788 -$465,896 $21.94 2
2024 Q3 329,519 $6,491,603 -$9,840 $19.77 2
2024 Q2 330,019 $5,530,041 -$117,250 $16.78 2
2024 Q1 337,019 $5,645,520 +$1,435,855 $16.75 2
2023 Q4 251,304 $3,769,690 $15.00 2
2023 Q3 251,304 $3,711,428 $14.76 2
2023 Q2 251,304 $3,606,610 $14.35 2
2023 Q1 251,304 $4,346,257 $16.85 2
2022 Q4 251,304 $4,486,412 $17.50 2
2022 Q3 251,304 $3,563,000 +$320,822 $14.24 2
2022 Q2 228,794 $3,801,000 +$96,278 $16.62 2
2022 Q1 223,002 $4,001,000 +$136,478 $17.66 2
2021 Q4 215,127 $3,713,000 $17.27 2
2021 Q3 215,127 $3,652,000 $16.77 2
2021 Q2 215,127 $3,657,000 $17.00 2
2021 Q1 215,127 $3,011,000 $13.99 2
2020 Q4 215,127 $2,603,000 $12.12 2
2020 Q3 215,127 $2,356,000 $10.51 2
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