Security key
19058X207
CoastalSouth Bancshares, Inc. - Voting Common Stock, $1.00 par value per share (COSO)
CUSIP: 19058X207
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / Voting Common Stock, $1.00 par value per share
- Total 13F shares
- 251,304
- Total 13F value
- $4,346,257
- Share change
- 0
- SEC-reported price per share
- $16.85
- Number of holders
- 2
- Shares outstanding
- 12,042,250
Holder snapshot
3 facts
Security identity
1 fact
Report period
Q1 2023
Institutions
2
Top holders
2
COSO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
CoastalSouth Bancshares, Inc. SEC filings
CoastalSouth Bancshares, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 19058X207
Recent filing periods:
Ownership snapshot
Top reported holders of COSO - CoastalSouth Bancshares, Inc. - Voting Common Stock, $1.00 par value per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BANC FUNDS CO LLC
Disclosed value leader
BANC FUNDS CO LLC
Comparable rows
2/2
Latest evidence
31 Dec 2022
13F
Lead comparable stake: 1.8%
Quick read
BANC FUNDS CO LLC leads the comparable SEC ownership view at 1.8%.
2 of 2 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 2
BANC FUNDS CO LLC
1.8%
KLCM Advisors, Inc.
0.31%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-2 of 2 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BANC FUNDS CO LLC |
13F
Company
|
1.8%
|
$3,857,000
214,258 shares
|
— | 31 Dec 2022 |
| KLCM Advisors, Inc. |
13F
Company
|
0.31%
|
$629,412
37,046 shares
|
— | 31 Dec 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
251,304
Rows available
2
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
2
Q1 2023 holders
2
Holder diff
0
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend