Security key
19058X207
CoastalSouth Bancshares, Inc. - Voting Common Stock (COSO)
CUSIP: 19058X207
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / Voting Common Stock
- Total 13F shares
- 6,229,273
- Total 13F value
- $135,749,934
- Share change
- +4,795,412
- SEC-reported price per share
- $21.81
- Number of holders
- 52
- Value change
- +$104,592,009
- Number of buys
- 47
- Number of sells
- 2
- Shares outstanding
- 11,937,125
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2025
Institutions
52
Top holders
10
COSO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
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 (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
Berkeley Capital Partners...
Disclosed value leader
Berkeley Capital Partners...
Comparable rows
0/4
Latest evidence
02 Jul 2025
13F
3/4/5
Highest disclosed value: $8,451,531
4 rows are not safely comparable across share classes.
Quick read
Berkeley Capital Partners, LLC has the largest disclosed position value at $8.45M.
0 of 4 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 Berkeley Capital Partners, LLC's linked filing trail.
Disclosed position value
Top 4
Berkeley Capital Partners, LLC
$8.45M
BANC FUNDS CO LLC
$5.27M
KLCM Advisors, Inc.
$788.7K
Boris Gutin
$393.1K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-4 of 4 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC |
13F
Company
|
—
denominator unverified
|
$8,451,531
395,116 shares
|
— | 30 Jun 2025 |
| BANC FUNDS CO LLC |
13F
Company
|
—
denominator unverified
|
$5,271,510
247,605 shares
|
— | 30 Jun 2025 |
| KLCM Advisors, Inc. |
13F
Company
|
—
denominator unverified
|
$788,709
37,046 shares
|
— | 30 Jun 2025 |
| Boris Gutin |
3/4/5
Director
|
—
denominator unverified
|
$393,106
18,284 shares
|
— | 02 Jul 2025 |
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 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
52
Shares
6,229,273
Rows available
52
| 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 2025 vs Q2 2026 Across Filers
Q2 2026 holders
99
Q3 2025 holders
52
Holder diff
-47
| Investor | Q2 2026 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend