CoastalSouth Bancshares, Inc. - COSO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | History | Added to | 959,797 | 22,315 | 4.18% | 1.48% | 1 | +581,656 | 153.82% | Q4 2025 | Feb 13, 2026 |
| EJF Capital LP | History | No change | 930,171 | 21,626 | 12.28% | 11.78% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Partners GP II, L.P. | History | No change | 719,211 | 16,721 | 5.21% | 4.96% | 3 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 424,720 | 9,874 | 0.0% | 0.0% | 4 | -78,362 | -15.58% | Q4 2025 | Feb 17, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 365,556 | 8,499 | 2.0% | 1.94% | 5 | -15,378 | -4.04% | Q4 2025 | Feb 05, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 336,840 | 7,831 | 2.18% | 2.22% | 6 | -100 | -0.03% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 324,306 | 7,540 | 0.0% | 0.0% | 7 | +73,990 | 29.56% | Q4 2025 | Feb 12, 2026 |
| Azora Capital LP | History | Reduced | 308,940 | 7,182 | 0.45% | 0.4% | 8 | -90,124 | -22.58% | Q4 2025 | Feb 17, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Reduced | 265,788 | 6,179 | 1.83% | 2.78% | 9 | -66,561 | -20.03% | Q4 2025 | Feb 18, 2026 |
| North Reef Capital Management LP | History | Added to | 263,900 | 6,135 | 0.25% | 0.22% | 10 | +43,281 | 19.62% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 243,461 | 5,660 | 0.1% | 0.12% | 11 | -63,079 | -20.58% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 239,526 | 5,568 | 0.0% | 0.0% | 12 | -113,426 | -32.14% | Q4 2025 | Mar 25, 2026 |
| VANGUARD GROUP INC | History | Added to | 234,072 | 5,442 | 0.0% | 0.0% | 13 | +86,808 | 58.95% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 147,137 | 3,421 | 0.0% | 0.0% | 14 | +16,603 | 12.72% | Q4 2025 | Feb 09, 2026 |
| RAFFLES ASSOCIATES LP | History | Reduced | 121,281 | 2,819 | 2.11% | 2.52% | 15 | -3,000 | -2.41% | Q4 2025 | Feb 17, 2026 |
| KLCM Advisors, Inc. | History | Added to | 107,617 | 2,502 | 0.21% | 0.2% | 16 | +17,143 | 18.95% | Q4 2025 | Feb 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 88,094 | 2,048 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANC FUNDS CO LLC | History | No change | 85,715 | 1,992 | 0.39% | 0.33% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 77,638 | 1,805 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 75,740 | 1,760 | 1.45% | 1.34% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 52,461 | 1,219 | 0.0% | — | 21 | +52,461 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 44,422 | 1,032 | 0.0% | 0.0% | 22 | +2,415 | 5.75% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 41,556 | 966 | 0.0% | — | 23 | +41,556 | New | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 40,088 | 932 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 39,883 | 927 | 0.0% | 0.0% | 25 | +12,979 | 48.24% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | New | 38,184 | 887 | 0.01% | — | 26 | +38,184 | New | Q4 2025 | Jan 28, 2026 |
| SALZHAUER MICHAEL | History | No change | 32,746 | 761 | 0.31% | 0.34% | 27 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 25,172 | 585 | 0.0% | 0.0% | 28 | +16,322 | 184.43% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 21,398 | 497 | 0.0% | 0.0% | 29 | +18,197 | 568.48% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 20,088 | 467 | 0.0% | 0.0% | 30 | -863 | -4.12% | Q4 2025 | Feb 10, 2026 |
| Ghisallo Capital Management LLC | History | No change | 20,000 | 465 | 0.02% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 17,362 | 403 | 0.0% | 0.0% | 32 | +1,780 | 11.42% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 13,423 | 312 | 0.0% | 0.0% | 33 | +3,751 | 38.78% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,890 | 299 | 0.0% | — | 34 | +12,890 | New | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 12,411 | 287 | 0.0% | — | 35 | +12,411 | New | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 11,971 | 278 | 0.0% | 0.0% | 36 | +5,392 | 81.96% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 10,373 | 241 | 0.0% | — | 37 | +10,373 | New | Q4 2025 | Feb 17, 2026 |
| ELCO Management Co., LLC | History | Reduced | 9,766 | 227 | 0.14% | 0.13% | 38 | -1,349 | -12.14% | Q4 2025 | Feb 04, 2026 |
| Nuveen, LLC | History | New | 9,244 | 214 | 0.0% | — | 39 | +9,244 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,905 | 207 | 0.0% | 0.0% | 40 | +5,444 | 157.3% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,750 | 180 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 5,000 | 116 | 0.09% | — | 42 | +5,000 | New | Q4 2025 | Jan 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 4,888 | 104 | 0.0% | — | 43 | +4,888 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,938 | 91 | 0.0% | 0.0% | 44 | -2,784 | -41.42% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,748 | 87 | 0.0% | 0.0% | 45 | -403 | -9.71% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,512 | 58 | 0.0% | 0.0% | 46 | -550 | -17.96% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,523 | 58 | 0.0% | 0.0% | 47 | +375 | 17.46% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,900 | 44 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | New | 1,730 | 40 | 0.0% | — | 49 | +1,730 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,269 | 29 | 0.0% | 0.0% | 50 | -868 | -40.62% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 645 | 15 | 0.0% | — | 51 | +645 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 541 | 12 | 0.0% | 0.0% | 52 | -142 | -20.79% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 558 | 12 | 0.0% | 0.0% | 53 | +75 | 15.53% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 396 | 9 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 386 | 8 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 334 | 7 | 0.0% | — | 56 | +334 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 285 | 6 | 0.0% | 0.0% | 57 | +2 | 0.71% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | New | 219 | 5 | 0.0% | — | 58 | +219 | New | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Added to | 172 | 4 | 0.0% | 0.0% | 59 | +22 | 14.67% | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | New | 75 | 2 | 0.0% | — | 61 | +75 | New | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 124 | 2 | 0.0% | 0.0% | 60 | +70 | 129.63% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | New | 60 | 1 | 0.0% | — | 62 | +60 | New | Q4 2025 | Jan 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,807 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,953 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Oct 30, 2025 |
| IFP Advisors, Inc | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |