Coastal South BancsharesCOSO

13F holders, Q2 2026 (June 30)
100holders +17
23new positions
4sold out
5famous investors
$26.74avg. 13F price*

At the end of Q2 2026, 100 institutions reported holding Coastal South Bancshares Inc. (COSO) in their 13F filings, up 17 from Q1 2026. 23 opened new positions and 4 sold out. The largest holders were Patriot Financial Partners GP II, L.P. ($18.6M), BlackRock, Inc. ($15.7M) and Two Sigma Investments, LP ($11.0M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Coastal South Bancshares Inc.
CUSIP
19058X207
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 53Q3 2025Q4 2025: 66Q4 2025Q1 2026: 83Q1 2026Q2 2026: 100Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions23$16.7M
Exits4$6.4M

All 13F filers, Q1 2026 → Q2 2026: 1,585,408 shares bought and 1,990,095 shares sold, net −404,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

Patriot Financial Partners GP II, L.P. 4.74% Reduce -40.4% 691,367 $18.6M
BlackRock, Inc. 0.00% Add +18.7% 584,198 $15.7M
Two Sigma Investments, LP 0.01% Add +308.3% 408,489 $11.0M
Vanguard Capital Management LLC 0.00% Reduce -2.8% 395,093 $10.6M
North Reef Capital Management LP 0.38% Add +15.6% 370,982 $10.0M
Berkeley Capital Partners, LLC 1.97% Reduce -1.2% 356,390 $9.6M
Alliancebernstein L.P. 0.00% Reduce -12.6% 347,546 $8.5M
Mendon Capital Advisors Corp. 2.54% Reduce -19.0% 267,232 $7.2M
Curi Capital, LLC 0.10% Reduce -17.5% 250,001 $6.7M
Fourthstone LLC 4.33% Reduce -79.5% 225,211 $6.1M
Geode Capital Management, LLC 0.00% Add +2.7% 196,340 $5.3M
EJF Capital LP 3.46% No change 192,676 $5.2M
State Street Corp. 0.00% Add +49.0% 188,361 $5.1M
Acadian Asset Management LLC 0.01% Add +139.0% 173,846 $4.7M
Qube Research & Technologies Ltd 0.00% New 127,213 $3.4M
Raffles Associates LP 2.57% Reduce -7.5% 112,138 $3.0M
Morgan Stanley 0.00% Add +289.8% 108,931 $2.9M
KLCM Advisors, Inc. 0.23% No change 107,617 $2.9M
Goldman Sachs Group Inc. 0.00% Reduce -64.5% 91,528 $2.5M
Bleakley Financial Group, LLC 0.03% Add +2.5% 90,307 $2.4M
Citadel Advisors 0.00% New 88,947 $2.4M
Banc Funds Co. LLC 0.38% No change 85,715 $2.3M
First Manhattan Co. Llc. 0.01% No change 77,638 $2.1M
Elizabeth Park Capital Advisors, Ltd. 1.40% No change 75,740 $2.0M
AQR Capital Management 0.00% Add +56.1% 70,177 $1.9M
Northern Trust Corp. 0.00% Add +2.4% 65,971 $1.8M
Point72 Asset Management 0.00% New 63,549 $1.7M
Trexquant Investment LP 0.01% Add +110.6% 63,324 $1.7M
Vanguard Portfolio Management LLC 0.00% Add +12.3% 59,973 $1.6M
JPMorgan Chase & Co. 0.00% Add +1502.1% 59,792 $1.6M
Vanguard Fiduciary Trust Co. 0.00% Reduce -0.3% 53,047 $1.4M
Jane Street Group, LLC 0.00% New 50,345 $1.4M
BNP Paribas Financial Markets 0.00% Add +1910.9% 48,422 $1.3M
HRT Financial LP 0.00% New 43,819 $1.2M
Kennedy Capital Management LLC 0.02% Reduce -3.9% 42,732 $1.1M
Bank of America Corp. 0.00% Add +147.8% 39,688 $1.1M
Nuveen, LLC 0.00% No change 39,464 $1.1M
XTX Topco Ltd 0.01% New 38,845 $1.0M
HB Wealth Management, LLC 0.01% Reduce -1.4% 38,111 $1.0M
Arrowstreet Capital, Limited Partnership 0.00% New 35,622 $956K
Salzhauer Michael 0.33% No change 33,046 $887K
Millennium Management 0.00% Add +50.3% 32,027 $860K
Quadrature Capital Ltd 0.01% New 29,969 $805K
Occudo Quantitative Strategies LP 0.04% Add +179.2% 29,110 $782K
D. E. Shaw & Co. 0.00% New 26,090 $701K
Charles Schwab Investment Management Inc. 0.00% Reduce -0.1% 24,189 $649K
Bank of New York Mellon Corp 0.00% Add +3.8% 21,375 $574K
Russell Investments Group, Ltd. 0.00% Add +3019.2% 17,405 $467K
Jump Financial, LLC 0.00% New 15,800 $424K
Bridgeway Capital Management, LLC 0.01% No change 14,909 $400K
Man Group plc 0.00% New 14,767 $396K
Marshall Wace, LLP 0.00% Reduce -42.3% 14,128 $379K
Centiva Capital, LP 0.01% Add +54.4% 12,868 $346K
WINTON GROUP Ltd 0.01% New 11,681 $314K
Sei Investments Co. 0.00% Reduce -46.2% 11,665 $313K
Squarepoint Ops LLC 0.00% New 10,941 $294K
Franklin Resources Inc. 0.00% Reduce -4.8% 10,395 $279K
Schonfeld Strategic Advisors LLC 0.00% New 9,962 $267K
Walleye Capital LLC 0.00% New 9,735 $261K
Susquehanna Fundamental Investments, LLC 0.00% New 9,441 $253K
Virtu Financial LLC 0.01% New 9,320 $250K
Algert Global LLC 0.00% New 8,303 $223K
Wells Fargo & Company 0.00% Add +32.4% 8,281 $222K
Rhumbline Advisers 0.00% Add +49.8% 8,018 $215K
Deutsche Bank AG 0.00% Add +135.4% 8,012 $215K
ELCO Management Co., LLC 0.09% Reduce -34.0% 7,935 $213K
Y-Intercept (Hong Kong) Ltd 0.00% New 7,919 $213K
Barclays PLC 0.00% Add +36.3% 7,793 $209K
Osaic Holdings, Inc. 0.00% Add +0.2% 7,780 $209K
EP Wealth Advisors, LLC 0.00% New 7,564 $203K
MetLife Investment Management, LLC 0.00% No change 5,356 $144K
Daytona Street Capital LLC 0.10% No change 5,000 $133K
Citigroup Inc. 0.00% Add +835.4% 4,041 $109K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -12.1% 3,784 $102K
UBS Group AG 0.00% Add +15.6% 3,639 $98K
Vanguard Global Advisers, LLC 0.00% No change 2,962 $80K
Rockefeller Capital Management L.P. 0.00% Add +46.9% 2,353 $63K
PNC Financial Services Group, Inc. 0.00% New 2,125 $57K
New York State Common Retirement Fund 0.00% No change 1,900 $51K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,730 $46K
Tower Research Capital LLC (TRC) 0.00% Add +86.4% 1,053 $28K
Legal & General Group Plc 0.00% No change 789 $21K
Ameritas Investment Partners, Inc. 0.00% No change 752 $20K
Royal Bank of Canada 0.00% Add +165.6% 733 $20K
Arax Advisory Partners 0.00% Add +689.3% 221 $6K
Sterling Capital Management LLC 0.00% Reduce -39.0% 166 $4K
IFP Advisors, Inc 0.00% Add +685.0% 157 $4K
GAMMA Investing LLC 0.00% Add +27.7% 152 $4K
California State Teachers Retirement System 0.00% Reduce -77.7% 113 $3K
Allworth Financial LP 0.00% Add +309.1% 90 $2K
Rothschild Investment LLC 0.00% Add +100.0% 64 $2K
EverSource Wealth Advisors, LLC 0.00% Add +146.2% 32 $860
Essential Partners LLC 0.00% Add +118.2% 24 $644
FMR LLC 0.00% Add +1050.0% 23 $618
Basecamp Wealth Advisors LLC 0.00% Add +28.6% 18 $483
True Wealth Design, LLC 0.00% Add +400.0% 10 $269
Caitong International Asset Management Co., Ltd 0.00% New 10 $268
Farther Finance Advisors, LLC 0.00% Add +33.3% 4 $107
SJS Investment Consulting Inc. 0.00% New 1 $27
Covestor Ltd 0.00% Reduce -23.8% 16 $0

"% of holder's portfolio" is COSO's weight in each manager's 13F, not the share of Coastal South Bancshares Inc. the manager owns.