Latest Period
Q1 2026
Security Snapshot
CoastalSouth Bancshares, Inc. - Voting Common Stock, $1.00 par value per share (COSO) Institutional Ownership
CUSIP: 19058X207
13F Institutional Holders and Ownership History from Q1 2018 to Q1 2026
Institutions Reporting
81
Shares (Excl. Options)
7,309,404
Price
$24.59
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- Security type / class
- Equity / Voting Common Stock, $1.00 par value per share
- Symbol
- COSO on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,309,404
- Total 13F value
- $179,213,479
- Portfolio coverage rank
- 0%
- Share change
- +185,422
- Value change
- +$5,119,419
- Number of holders
- 81
- Shares outstanding
- 12,042,250
- SEC-reported price per share
- $25.33
- Insider filing price
- $25.33
Latest holder snapshot
5 signals
Issuer context
Who this page is about.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- COSO - CoastalSouth Bancshares, Inc. - Voting Common Stock, $1.00 par value per share is tracked under CUSIP 19058X207.
- 81 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 66 to 81 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $159,042,145 to $179,213,479.
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 81 institutions filings for Q1 2026.
Security key
19058X207
Latest holder period
Q1 2026
13F holders
81
13D/G owners
3
CIK / CUSIP context first
Open Q1 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 |
|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | 9.2% | +15% | $28,172,902 | +$3,602,099 | 1,100,504 | +15% | Fourthstone LLC | 31 Mar 2026 |
| Patriot Financial Partners II, L.P. | 5.8% | -34% | $17,698,995 | -$712,806 | 691,367 | -3.9% | W. Kirk Wycoff | 29 Apr 2026 |
| EJF Capital LP | 1.6% | -77% | $4,907,458 | -$18,783,998 | 192,676 | -79% | EJF Capital LP | 31 Mar 2026 |
As of 31 Mar 2026, 81 institutional investors reported holding 7,309,404 shares of CoastalSouth Bancshares, Inc. - Voting Common Stock, $1.00 par value per share (COSO). This represents 61% of the company’s total 12,042,250 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
56%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 9.6% | 1,159,211 | +61% | 7.3% | $28,504,998 |
| Fourthstone LLC | 9.1% | 1,100,504 | +15% | 4.6% | $27,061,393 |
| BlackRock, Inc. | 4.1% | 492,033 | +52% | 0% | $12,099,092 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4% | 406,427 | 0% | 0% | $9,994,040 |
| ALLIANCEBERNSTEIN L.P. | 3.3% | 397,573 | -6.4% | 0% | $9,243,572 |
| Berkeley Capital Partners, LLC | 3% | 360,562 | -1.4% | 2.1% | $8,866,219 |
| MENDON CAPITAL ADVISORS CORP | 2.7% | 329,743 | +24% | 3.2% | $8,108,380 |
| North Reef Capital Management LP | 2.7% | 320,982 | +22% | 0.27% | $7,892,947 |
| Curi Capital, LLC | 2.5% | 302,951 | +24% | 0.13% | $7,449,565 |
| GOLDMAN SACHS GROUP INC | 2.1% | 258,139 | +7.8% | 0% | $6,347,638 |
| ENDEAVOUR CAPITAL ADVISORS INC | 2% | 241,595 | -28% | 1.3% | $5,940,821 |
| EJF Capital LP | 1.6% | 192,676 | -79% | 3.3% | $4,737,903 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 191,250 | +30% | 0% | $4,703,750 |
| STATE STREET CORP | 1% | 126,440 | +217% | 0% | $3,109,160 |
| RAFFLES ASSOCIATES LP | 1% | 121,281 | 0% | 2.6% | $2,982,300 |
| KLCM Advisors, Inc. | 0.89% | 107,617 | 0% | 0.23% | $2,646,302 |
| TWO SIGMA INVESTMENTS, LP | 0.83% | 100,055 | 0% | $2,460,352 | |
| Bleakley Financial Group, LLC | 0.73% | 88,136 | +0.05% | 0.03% | $2,167,264 |
| BANC FUNDS CO LLC | 0.71% | 85,715 | 0% | 0.39% | $2,107,732 |
| FIRST MANHATTAN CO. LLC. | 0.64% | 77,638 | 0% | 0.01% | $1,909,118 |
| Elizabeth Park Capital Advisors, Ltd. | 0.63% | 75,740 | 0% | 1.4% | $1,862,447 |
| ACADIAN ASSET MANAGEMENT LLC | 0.6% | 72,739 | +486% | 0% | $1,785,000 |
| NORTHERN TRUST CORP | 0.54% | 64,439 | +45% | 0% | $1,584,555 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.44% | 53,429 | 0% | 0% | $1,313,819 |
| VANGUARD FIDUCIARY TRUST CO | 0.44% | 53,224 | 0% | 0% | $1,308,778 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
33
Latest
Q1 2026
Rows shown
1-25 of 33
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 7,309,404 | $179,213,479 | +$5,119,419 | $24.59 | 81 |
| 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 | |
| 2020 Q1 | 215,127 | $2,396,000 | $10.13 | 2 |