CoastalSouth Bancshares COSO Institutional Ownership

NYSE COSO

$26.37 +0.15 (+0.57%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

103 Institutions

Increased 67 65.0%

Unchanged 15 14.6%

Reduced 21 20.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

57.89%

▼-3.07 pp QoQ

Shares Held by Institutions

6.95Mn

of 12.00Mn outstanding

▼-1.34% QoQ

Shares Outstanding

12.00Mn

5.05Mn held outside 13F filers

Institutional Investors

103

filed 13F for Jun 2026

▲+21 vs prior quarter

Net Shares Added (QoQ)

-94.54K

distributed since last quarter

Value of Holdings

$181.39Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

CoastalSouth Bancshares, Inc. (NYSE:COSO) has 103 institutional investors with active 13F positions as of June 2026.

They owned 57.9% of outstanding stock in June 2026, down from 61.0% the prior quarter.
They decreased total shares held in COSO by -1.34% quarter over quarter, and investors in CoastalSouth Bancshares increased 5050.0% from a year ago.
Activity in COSO broke down as 67 buyers, 21 sellers, and 15 unchanged among 103 total holders.
Combined, these investors held 6.95Mn shares in COSO for June 2026, down by 94.54K shares quarter on quarter, and up 6.3Mn shares year over year.
Patriot Financial Partners GP II, L.P. holds the largest position in COSO at 691.37K shares as of June 30, 2026, or 5.76% of shares outstanding.
The most significant purchases of COSO for the quarter ending June 2026 came from TWO SIGMA INVESTMENTS, LP (308.43K), Qube Research & Technologies Ltd (127.21K), ACADIAN ASSET MANAGEMENT LLC (101.11K), BlackRock, Inc. (92.16K), CITADEL ADVISORS LLC (88.95K).
The biggest sellers of CoastalSouth Bancshares for the quarter ending June 2026 included Fourthstone LLC (875.29K), Patriot Financial Partners GP II, L.P. (467.84K), Goldman Sachs Group Inc (166.61K), MENDON CAPITAL ADVISORS CORP (62.51K), Curi Capital, LLC (52.95K).
According to Business Quant data, leading holders of COSO for June 2026 are Patriot Financial Partners GP II, L.P. (691.37K), BlackRock, Inc. (584.2K), TWO SIGMA INVESTMENTS, LP (408.49K), VANGUARD CAPITAL MANAGEMENT LLC (395.09K), North Reef Capital Management LP (370.98K), Berkeley Capital Partners, LLC (356.39K), ALLIANCEBERNSTEIN L.P. (347.55K), MENDON CAPITAL ADVISORS CORP (267.23K), Curi Capital, LLC (250.0K), Fourthstone LLC (225.21K).

Form 13F Holdings

103 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.95Mn

Of outstanding 57.89%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Patriot Financial Partners GP II, L.P.	0002061817	691,367	5.76%	▼467,844	-40.36%	$18.56Mn
2	BlackRock, Inc.	0002012383	584,198	4.87%	▲92,165	+18.73%	$15.69Mn
3	TWO SIGMA INVESTMENTS, LP	0001179392	408,489	3.40%	▲308,434	+308.26%	$10.97Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	395,093	3.29%	▼11,334	-2.79%	$10.61Mn
5	North Reef Capital Management LP	0001867831	370,982	3.09%	▲50,000	+15.58%	$9.96Mn
6	Berkeley Capital Partners, LLC	0001667694	356,390	2.97%	▼4,172	-1.16%	$9.57Mn
7	ALLIANCEBERNSTEIN L.P.	0001109448	347,546	2.90%	▼50,027	-12.58%	$8.55Mn
8	MENDON CAPITAL ADVISORS CORP	0001177043	267,232	2.23%	▼62,511	-18.96%	$7.18Mn
9	Curi Capital, LLC	0001332905	250,001	2.08%	▼52,950	-17.48%	$6.71Mn
10	Fourthstone LLC	0001767803	225,211	1.88%	▼875,293	-79.54%	$6.09Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	196,340	1.64%	▲5,090	+2.66%	$5.27Mn
12	EJF Capital LP	0001353254	192,676	1.61%	0	0.00%	$5.17Mn
13	State Street Corp	0000093751	188,361	1.57%	▲61,921	+48.97%	$5.06Mn
14	ACADIAN ASSET MANAGEMENT LLC	0000916542	173,846	1.45%	▲101,107	+139.00%	$4.66K
15	Qube Research & Technologies Ltd	0001729829	127,213	1.06%	▲127,213	0.00%	$3.42Mn
16	RAFFLES ASSOCIATES LP	0001169581	112,138	0.93%	▼9,143	-7.54%	$3.01Mn
17	Morgan Stanley	0000895421	108,931	0.91%	▲80,983	+289.76%	$2.92Mn
18	KLCM Advisors, Inc.	0001166620	107,617	0.90%	0	0.00%	$2.89Mn
19	Goldman Sachs Group Inc	0000886982	91,528	0.76%	▼166,611	-64.54%	$2.46Mn
20	Bleakley Financial Group, LLC	0001936953	90,307	0.75%	▲2,171	+2.46%	$2.42Mn

Showing 1 to 20 of 103 holders