COSO · CoastalSouth Bancshares, Inc. · Shareholders & Ownership

$28.61 -0.15 (-0.52%) At close · Nov 12

Russell 2000 member Rebalance outlook locked

Market Cap

$333.98M

11.67M

Volume · Nov 12 44.1K Avg daily vol (3M) 98.66K

Every disclosed holder of COSO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns COSO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	104	7,055,340	60.44%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	572,982	4.91%	Yes
Remaining	—	4,045,136	34.65%	Rest
Registered funds (N-PORT, not summed)	88	1,512,324	12.96%	No

Shares outstanding: 11,673,458, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of COSO

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Patriot Financial Partners GP II, L.P. 13F CIK 2061817 · Unknown · Sep 30, 2026	608,424	5.21%	-82,943	Sep 30, 2026
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	584,198	5.00%	+92,165	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	224,880	1.93%	+57,684	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	77,091	0.66%	+11,790	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	27,520	0.24%	+4,628	Jun 30, 2026	iShares Trust, not summed
2.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	15,564	0.13%	+7,708	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	1,501	0.01%	0	Jul 31, 2026	BlackRock Funds, not summed
3	Patriot Financial Partners II, L.P. 13G CIK 1583223 · Unknown · Aug 14, 2026 Rule 13d-1(d), exempt investor	572,982	4.91%	-118,385	Aug 14, 2026	Rule 13d-1(d), exempt investor
4	Topper Joseph V. Jr. Insider CIK 1556587 · Jul 2, 2025 Director, 10% Owner, issuer-wide, not summed	514,376	4.41%	+100,000	Jul 2, 2025	Director, 10% Owner, issuer-wide, not summed
5	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	408,489	3.50%	+308,434	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,093	3.38%	-11,334	Jun 30, 2026	carried, not yet filed for the newest quarter
7	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	370,982	3.18%	+50,000	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Berkeley Capital Partners, LLC 13F CIK 1667694 · Registered investment adviser · Sep 30, 2026	356,303	3.05%	-87	Sep 30, 2026
9	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	347,546	2.98%	-50,027	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	302,079	2.59%	+105,739	Sep 30, 2026
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	297,300	2.55%	-16,800	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	MENDON CAPITAL ADVISORS CORP 13F CIK 1177043 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,232	2.29%	-62,511	Jun 30, 2026	carried, not yet filed for the newest quarter
13	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Sep 30, 2026	256,041	2.19%	+82,195	Sep 30, 2026
14	Curi Capital, LLC 13F CIK 1332905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,001	2.14%	-52,950	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	RMB Mendon Financial Services Fund Fund S000002998 · Registered fund · Jun 30, 2026 RMB Investors Trust, not summed	250,000	2.14%	-52,951	Jun 30, 2026	RMB Investors Trust, not summed
15	MACLEOD JAMES S Insider CIK 1041973 · Nov 3, 2026 Director, issuer-wide, not summed	231,266	1.98%	+29,681	Nov 3, 2026	Director, issuer-wide, not summed
16	Fourthstone LLC 13F CIK 1767803 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	225,211	1.93%	-875,293	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Fourthstone LLC 13G CIK 1767803 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	225,211	1.93%	-875,293	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
17	EJF Capital LP 13F CIK 1353254 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	192,676	1.65%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	180,830	1.55%	-7,531	Sep 30, 2026
18.1	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,969	0.14%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
18.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,300	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	159	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
19	Richardson James N. Jr. Insider CIK 2067194 · Jul 2, 2025 Director, issuer-wide, not summed	172,263	1.48%	+20,000	Jul 2, 2025	Director, issuer-wide, not summed
20	Stone Stephen R. Insider CIK 2064783 · Apr 27, 2026 Director, PRESIDENT AND CEO, issuer-wide, not summed	137,193	1.18%	+11,978	Apr 27, 2026	Director, PRESIDENT AND CEO, issuer-wide, not summed
21	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	127,213	1.09%	+127,213	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Valduga Anthony P. Insider CIK 2065949 · May 6, 2026 CFO AND COO, issuer-wide, not summed	114,539	0.98%	-6,558	May 6, 2026	CFO AND COO, issuer-wide, not summed
23	RAFFLES ASSOCIATES LP 13F CIK 1169581 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,138	0.96%	-9,143	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	108,931	0.93%	+80,983	Jun 30, 2026	carried, not yet filed for the newest quarter
25	KLCM Advisors, Inc. 13F CIK 1166620 · Investment adviser · Sep 30, 2026	107,617	0.92%	0	Sep 30, 2026
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	91,528	0.78%	-166,611	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	34,095	0.29%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
26.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	12,978	0.11%	+3,096	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
27	Bleakley Financial Group, LLC 13F CIK 1936953 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	90,307	0.77%	+2,171	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GRIFFITH MARK Insider CIK 1049458 · Jul 1, 2025 Director, issuer-wide, not summed	89,794	0.77%	—	Jul 1, 2025	Director, issuer-wide, not summed
29	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,947	0.76%	+88,947	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Sep 30, 2026	85,715	0.73%	0	Sep 30, 2026
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	85,457	0.73%	+2,669	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	FRAWLEY PATRICK M Insider CIK 1229848 · Jul 2, 2025 Director, issuer-wide, not summed	83,549	0.72%	+4,650	Jul 2, 2025	Director, issuer-wide, not summed
33	FIRST MANHATTAN CO. LLC. 13F CIK 728083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	77,638	0.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Elizabeth Park Capital Advisors, Ltd. 13F CIK 1600583 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	75,740	0.65%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
35	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,177	0.60%	+25,210	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	65,971	0.57%	+1,532	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,738	0.03%	0	Jun 30, 2026	Northern Funds, not summed
37	Nuveen, LLC 13F CIK 1871926 · Unknown · Sep 30, 2026	64,629	0.55%	+25,165	Sep 30, 2026
37.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	25,372	0.22%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
37.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	9,916	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
38	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	63,549	0.54%	+63,549	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	63,324	0.54%	+33,252	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,973	0.51%	+6,544	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	53,047	0.45%	-177	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	47,131	0.40%	-178	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	45,960	0.39%	-13,832	Sep 30, 2026
44	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Sep 30, 2026	44,105	0.38%	-4,317	Sep 30, 2026
45	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	43,819	0.38%	+43,819	Jun 30, 2026	carried, not yet filed for the newest quarter
46	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,732	0.37%	-1,755	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	39,688	0.34%	+23,674	Jun 30, 2026	carried, not yet filed for the newest quarter
48	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	38,845	0.33%	+38,845	Jun 30, 2026	carried, not yet filed for the newest quarter
49	HB Wealth Management, LLC 13F CIK 1911253 · Registered investment adviser · Sep 30, 2026	38,517	0.33%	+406	Sep 30, 2026
50	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Sep 30, 2026	37,142	0.32%	+37,142	Sep 30, 2026
50.1	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · Aug 31, 2026 Victory Portfolios III, not summed	14,803	0.13%	—	Aug 31, 2026	Victory Portfolios III, not summed
50.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	1,042	0.01%	+8	Jul 31, 2026	Victory Portfolios III, not summed
50.3	Victory Cornerstone Aggressive Fund Fund S000037226 · Registered fund · Aug 31, 2026 Victory Portfolios III, not summed	636	0.01%	—	Aug 31, 2026	Victory Portfolios III, not summed

1 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 174 holders

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Key facts CIK 1297107 CUSIP 19058X207 13F (30d) 44 filings 44 filers Visit website Investor relations