Coastal South BancsharesCOSO
13F holders, Q2 2025 (June 30)3holders +1
1new positions
0sold out
$21.35avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Coastal South Bancshares Inc. (COSO) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Berkeley Capital Partners, LLC ($8.5M), Banc Funds Co. LLC ($5.3M) and KLCM Advisors, Inc. ($789K).
- Company
- Coastal South Bancshares Inc.
- CUSIP
- 19058X207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8.5M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 395,116 shares bought and 6,952 shares sold, net +388,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Berkeley Capital Partners, LLC | 2.15% | New | 395,116 | $8.5M |
| Banc Funds Co. LLC | 0.80% | Reduce -2.7% | 247,605 | $5.3M |
| KLCM Advisors, Inc. | 0.08% | No change | 37,046 | $789K |
"% of holder's portfolio" is COSO's weight in each manager's 13F, not the share of Coastal South Bancshares Inc. the manager owns.