Latest Period
Q2 2026
Security Snapshot
CoastalSouth Bancshares, Inc. - Voting Common Stock (COSO) Institutional Ownership
CUSIP: 19058X207
13F Institutional Holders and Ownership History from Q1 2018 to Q2 2026
Institutions Reporting
99
Shares (Excl. Options)
6,904,102
Price
$26.85
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- Security type / class
- Equity / Voting Common Stock
- Symbol
- COSO on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 6,904,102
- Total 13F value
- $184,617,954
- Portfolio coverage rank
- 0%
- Share change
- -450,205
- Value change
- -$11,545,608
- Number of holders
- 99
- Shares outstanding
- 11,937,125
- SEC-reported price per share
- $26.49
- Insider filing price
- $26.49
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- COSO - CoastalSouth Bancshares, Inc. - Voting Common Stock is tracked under CUSIP 19058X207.
- 99 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 82 to 99 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $179,213,823 to $184,617,954.
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
Open SEC evidence
Latest holder context comes from 99 institutions filings for Q2 2026.
Security key
19058X207
Latest holder period
Q2 2026
13F holders
99
13D/G owners
3
CIK / CUSIP context first
Open Q2 2026 holders
COSO full holder history
CoastalSouth Bancshares, Inc. SEC filings
CoastalSouth Bancshares, Inc. company facts
CoastalSouth Bancshares, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 19058X207:
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 Jun 2026, 99 institutional investors reported holding 6,904,102 shares of CoastalSouth Bancshares, Inc. - Voting Common Stock (COSO). This represents 58% of the company’s total 11,937,125 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
48%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 5.8% | 691,367 | -40% | 4.7% | $18,563,204 |
| BlackRock, Inc. | 4.9% | 584,198 | +19% | 0% | $15,685,716 |
| TWO SIGMA INVESTMENTS, LP | 3.4% | 408,489 | +308% | 0.01% | $10,967,930 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.3% | 395,093 | -2.8% | 0% | $10,608,247 |
| North Reef Capital Management LP | 3.1% | 370,982 | +16% | 0.38% | $9,960,867 |
| Berkeley Capital Partners, LLC | 3% | 356,390 | -1.2% | 2% | $9,569,083 |
| ALLIANCEBERNSTEIN L.P. | 2.9% | 347,546 | -13% | 0% | $8,546,156 |
| MENDON CAPITAL ADVISORS CORP | 2.2% | 267,232 | -19% | 2.5% | $7,175,179 |
| Curi Capital, LLC | 2.1% | 250,001 | -17% | 0.1% | $6,712,527 |
| Fourthstone LLC | 1.9% | 225,211 | -80% | 4.3% | $6,086,644 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 196,340 | +2.7% | 0% | $5,272,795 |
| EJF Capital LP | 1.6% | 192,676 | 0% | 3.5% | $5,173,351 |
| STATE STREET CORP | 1.6% | 188,361 | +49% | 0% | $5,057,493 |
| ACADIAN ASSET MANAGEMENT LLC | 1.5% | 173,846 | +139% | 0.01% | $4,659,000 |
| Qube Research & Technologies Ltd | 1.1% | 127,213 | 0% | $3,415,669 | |
| RAFFLES ASSOCIATES LP | 0.94% | 112,138 | -7.5% | 2.6% | $3,010,905 |
| MORGAN STANLEY | 0.91% | 108,931 | +290% | 0% | $2,924,797 |
| KLCM Advisors, Inc. | 0.9% | 107,617 | 0% | 0.23% | $2,889,516 |
| GOLDMAN SACHS GROUP INC | 0.77% | 91,528 | -65% | 0% | $2,457,527 |
| Bleakley Financial Group, LLC | 0.76% | 90,307 | +2.5% | 0.03% | $2,424,743 |
| CITADEL ADVISORS LLC | 0.75% | 88,947 | 0% | $2,388,227 | |
| BANC FUNDS CO LLC | 0.72% | 85,715 | 0% | 0.38% | $2,301,448 |
| FIRST MANHATTAN CO. LLC. | 0.65% | 77,638 | 0% | 0.01% | $2,084,580 |
| Elizabeth Park Capital Advisors, Ltd. | 0.63% | 75,740 | 0% | 1.4% | $2,033,619 |
| AQR CAPITAL MANAGEMENT LLC | 0.59% | 70,177 | +56% | 0% | $1,884,252 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
34
Latest
Q2 2026
Rows shown
1-25 of 34
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 6,904,102 | $184,617,954 | -$11,545,608 | $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 | |
| 2020 Q2 | 215,127 | $2,069,000 | $9.68 | 2 |