Coastal South BancsharesCOSO
13F holders, Q4 2025 (December 31)66holders +13
17new positions
5sold out
1famous investor
$23.25avg. 13F price*
At the end of Q4 2025, 66 institutions reported holding Coastal South Bancshares Inc. (COSO) in their 13F filings, up 13 from Q3 2025. 17 opened new positions and 5 sold out. The largest holders were Fourthstone LLC ($22.3M), EJF Capital LP ($21.6M) and Patriot Financial Partners GP II, L.P. ($16.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Coastal South Bancshares Inc.
- CUSIP
- 19058X207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.3M |
| Exits | 5 | $6.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,070,772 shares bought and 742,250 shares sold, net +328,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Fourthstone LLC | 4.18% | Add +153.8% | 959,797 | $22.3M |
| EJF Capital LP | 12.28% | No change | 930,171 | $21.6M |
| Patriot Financial Partners GP II, L.P. | 5.21% | No change | 719,211 | $16.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.6% | 424,720 | $9.9M |
| Berkeley Capital Partners, LLC | 2.00% | Reduce -4.0% | 365,556 | $8.5M |
| Endeavour Capital Advisors Inc. | 2.18% | Reduce -0.0% | 336,840 | $7.8M |
| BlackRock, Inc. | 0.00% | Add +29.6% | 324,306 | $7.5M |
| Azora Capital LP | 0.45% | Reduce -22.6% | 308,940 | $7.2M |
| Mendon Capital Advisors Corp. | 2.42% | Reduce -20.0% | 265,788 | $6.2M |
| North Reef Capital Management LP | 0.25% | Add +19.6% | 263,900 | $6.1M |
| Curi Capital, LLC | 0.10% | Reduce -20.6% | 243,461 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.1% | 239,526 | $5.6M |
| Vanguard Group Inc. | 0.00% | Add +59.0% | 234,072 | $5.4M |
| Geode Capital Management, LLC | 0.00% | Add +12.7% | 147,137 | $3.4M |
| Raffles Associates LP | 2.12% | Reduce -2.4% | 121,281 | $2.8M |
| KLCM Advisors, Inc. | 0.22% | Add +18.9% | 107,617 | $2.5M |
| Bleakley Financial Group, LLC | 0.04% | No change | 88,094 | $2.0M |
| Banc Funds Co. LLC | 0.39% | No change | 85,715 | $2.0M |
| First Manhattan Co. Llc. | 0.00% | No change | 77,638 | $1.8M |
| Elizabeth Park Capital Advisors, Ltd. | 1.45% | No change | 75,740 | $1.8M |
| Marshall Wace, LLP | 0.00% | New | 52,461 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 44,422 | $1.0M |
| Citadel Advisors | 0.00% | New | 41,556 | $966K |
| Kennedy Capital Management LLC | 0.02% | No change | 40,088 | $932K |
| State Street Corp. | 0.00% | Add +48.2% | 39,883 | $927K |
| HB Wealth Management, LLC | 0.01% | New | 38,184 | $888K |
| Salzhauer Michael | 0.34% | No change | 32,746 | $761K |
| UBS Group AG | 0.00% | Add +184.4% | 25,172 | $585K |
| Morgan Stanley | 0.00% | Add +568.5% | 21,398 | $498K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.1% | 20,088 | $467K |
| Ghisallo Capital Management LLC | 0.02% | No change | 20,000 | $465K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.4% | 17,362 | $404K |
| Sei Investments Co. | 0.00% | Add +38.8% | 13,423 | $312K |
| Jane Street Group, LLC | 0.00% | New | 12,890 | $300K |
| Acadian Asset Management LLC | 0.00% | New | 12,411 | $287K |
| Barclays PLC | 0.00% | Add +82.0% | 11,971 | $278K |
| Quadrature Capital Ltd | 0.00% | New | 10,373 | $241K |
| ELCO Management Co., LLC | 0.14% | Reduce -12.1% | 9,766 | $227K |
| Nuveen, LLC | 0.00% | New | 9,244 | $215K |
| Wells Fargo & Company | 0.00% | Add +157.3% | 8,905 | $207K |
| Osaic Holdings, Inc. | 0.00% | No change | 7,750 | $180K |
| Daytona Street Capital LLC | 0.09% | — | 5,000 | $116K |
| Los Angeles Capital Management LLC | 0.00% | New | 4,888 | $104K |
| Bank of America Corp. | 0.00% | Reduce -41.4% | 3,938 | $92K |
| Rhumbline Advisers | 0.00% | Reduce -9.7% | 3,748 | $87K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +17.5% | 2,523 | $59K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.0% | 2,512 | $58K |
| New York State Common Retirement Fund | 0.00% | No change | 1,900 | $44K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 1,730 | $40K |
| BNP Paribas Financial Markets | 0.00% | Reduce -40.6% | 1,269 | $30K |
| Royal Bank of Canada | 0.00% | Reduce -70.8% | 645 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +15.5% | 558 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -20.8% | 541 | $13K |
| Legal & General Group Plc | 0.00% | No change | 396 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 386 | $9K |
| California State Teachers Retirement System | 0.00% | New | 334 | $8K |
| Sterling Capital Management LLC | 0.00% | Add +0.7% | 285 | $7K |
| Cwm, LLC | 0.00% | New | 219 | $5K |
| Amalgamated Bank | 0.00% | Add +14.7% | 172 | $4K |
| Citigroup Inc. | 0.00% | Add +129.6% | 124 | $3K |
| Covestor Ltd | 0.00% | New | 75 | $2K |
| GAMMA Investing LLC | 0.00% | New | 60 | $1K |
| IFP Advisors, Inc | 0.00% | New | 20 | $465 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 11 | $256 |
| Essential Partners LLC | 0.00% | New | 8 | $186 |
| MAI Capital Management | 0.00% | New | 3 | $70 |
"% of holder's portfolio" is COSO's weight in each manager's 13F, not the share of Coastal South Bancshares Inc. the manager owns.