COSO

CoastalSouth Bancshares, Inc.

Company with tickers: COSO

CIK
1297107
CUSIP
19058X207
Shares Outstanding
12,035,531
Holders: 30
Total Value: $58,696,927
Total Shares: 2,387,025

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 30 13F filers · Δ vs Dec 31, 2025
Top Holder
48.6%
−51.4 pts
Top 5
88.9%
−11.1 pts
Top 10
98.0%
−2.0 pts
HHI
2,929
Highly concentrated −7,071

Quarterly Activity

vs Dec 31, 2025
New
29
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +28
Institutional value: +954.0%
Shares held: +896.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Small Essential Partners LLC +3 11

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Small Patriot Financial Partners GP II, L.P. 1,159,211 $28,504,998
Mega VANGUARD CAPITAL MANAGEMENT LLC 406,427 $9,994,039
Small Berkeley Capital Partners, LLC 360,562 $8,866,219
Mid KLCM Advisors, Inc. 107,617 $2,646,302
Mid Bleakley Financial Group, LLC 88,136 $2,167,264

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega GOLDMAN SACHS GROUP INC 239,526 $5,568,979
Holder Value (USD) % of 13F Shares Action
Small Patriot Financial Partners GP II, L.P. $28,504,998 48.56% 1,159,211 View
Mega VANGUARD CAPITAL MANAGEMENT LLC $9,994,039 17.03% 406,427 View
Small Berkeley Capital Partners, LLC $8,866,219 15.11% 360,562 View
Mid KLCM Advisors, Inc. $2,646,302 4.51% 107,617 View
Mid Bleakley Financial Group, LLC $2,167,264 3.69% 88,136 View
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $1,313,819 2.24% 53,429 View
Mega VANGUARD FIDUCIARY TRUST CO $1,308,778 2.23% 53,224 View
Mega Nuveen, LLC $970,418 1.65% 39,464 View
Mid HB Wealth Management, LLC $950,231 1.62% 38,643 View
Small SALZHAUER MICHAEL $812,601 1.38% 33,046 View
Mega Bank of New York Mellon Corp $506,330 0.86% 20,591 View
Mega WELLS FARGO & COMPANY/MN $153,810 0.26% 6,255 View
Small Daytona Street Capital LLC $122,950 0.21% 5,000 View
Mega DEUTSCHE BANK AG\ $83,679 0.14% 3,403 View
Mega UBS Group AG $77,433 0.13% 3,149 View
Mega Vanguard Global Advisers, LLC $72,835 0.12% 2,962 View
Large NEW YORK STATE COMMON RETIREMENT FUND $46,721 0.08% 1,900 View
Large Police & Firemen's Retirement System of New Jersey $42,540 0.07% 1,730 View
Mega Legal & General Group Plc $19,401 0.03% 789 View
Large Russell Investments Group, Ltd. $13,720 0.02% 558 View
Mega CITIGROUP INC $10,622 0.02% 432 View
Mid Sterling Capital Management LLC $6,688 0.01% 272 View
Mid GAMMA Investing LLC $2,926 0.00% 119 View
Mid ROTHSCHILD INVESTMENT LLC $786 0.00% 32 View
Small Covestor Ltd $516 0.00% 21 View
Mid IFP Advisors, Inc $491 0.00% 20 View
Small Root Financial Partners, LLC $418 0.00% 17 View
Small Essential Partners LLC $270 0.00% 11 View
Mid Farther Finance Advisors, LLC $73 0.00% 3 View
Micro True Wealth Design, LLC $49 0.00% 2 View