Security key
19058X207
CoastalSouth Bancshares, Inc. - Voting Common Stock, $1.00 par value per share (COSO)
CUSIP: 19058X207
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / Voting Common Stock, $1.00 par value per share
- Total 13F shares
- 251,304
- Total 13F value
- $3,711,428
- Share change
- 0
- SEC-reported price per share
- $14.76
- Number of holders
- 2
- Shares outstanding
- 12,042,250
Holder snapshot
3 signals
Security identity
Who this page is about.
1 source field
Report period
Q3 2023
Institutions
2
Top holders
2
COSO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2023
Previous quarter: Q2 2023
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
30 Jun 2023
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.
Open SEC evidence
Opens BANC FUNDS CO LLC's linked filing trail.
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%
|
$3,075,000
214,258 shares
|
— | 30 Jun 2023 |
| KLCM Advisors, Inc. |
13F
Company
|
0.31%
|
$531,610
37,046 shares
|
— | 30 Jun 2023 |
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 Q3 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 Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
2
Q3 2023 holders
2
Holder diff
0
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend