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

CUSIP: 19058X207

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / Voting Common Stock
Shares outstanding
11,920,121
Total 13F shares
251,304
Share change
0
Total reported value
$3,769,690
Price per share
$15.00
Number of holders
2

Quarterly Holders Quick Answers

What is CUSIP 19058X207?
CUSIP 19058X207 identifies COSO - CoastalSouth Bancshares, Inc. - Voting Common Stock in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of COSO - CoastalSouth Bancshares, Inc. - Voting Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
BANC FUNDS CO LLC
13F
Company
1.8%
214,258
 $3,165,000 — 30 Sep 2023
13F
KLCM Advisors, Inc.
13F
Company
0.31%
37,046
 $546,428 — 30 Sep 2023
13F

Institutional Holders of CoastalSouth Bancshares, Inc. - Voting Common Stock (COSO) as of Q4 2023

As of 31 Dec 2023, CoastalSouth Bancshares, Inc. - Voting Common Stock (COSO) was held by 2 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 251,304 shares. The largest 2 holders included BANC FUNDS CO LLC and KLCM Advisors, Inc.. This page lists 2 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
2
Q4 2023 holders
2
Holder diff
0
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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