Coastal South BancsharesCOSO
13F holders, Q1 2026 (March 31)83holders +17
20new positions
6sold out
2famous investors
$24.52avg. 13F price*
At the end of Q1 2026, 83 institutions reported holding Coastal South Bancshares Inc. (COSO) in their 13F filings, up 17 from Q4 2025. 20 opened new positions and 6 sold out. The largest holders were Patriot Financial Partners GP II, L.P. ($28.5M), Fourthstone LLC ($27.1M) and BlackRock, Inc. ($12.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Coastal South Bancshares Inc.
- CUSIP
- 19058X207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.2M |
| Exits | 6 | $8.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,489,543 shares bought and 1,303,022 shares sold, net +186,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Patriot Financial Partners GP II, L.P. | 7.34% | Add +61.2% | 1,159,211 | $28.5M |
| Fourthstone LLC | 4.59% | Add +14.7% | 1,100,504 | $27.1M |
| BlackRock, Inc. | 0.00% | Add +51.7% | 492,033 | $12.1M |
| Vanguard Capital Management LLC | 0.00% | — | 406,427 | $10.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.4% | 397,573 | $9.2M |
| Berkeley Capital Partners, LLC | 2.06% | Reduce -1.4% | 360,562 | $8.9M |
| Mendon Capital Advisors Corp. | 3.14% | Add +24.1% | 329,743 | $8.1M |
| North Reef Capital Management LP | 0.27% | Add +21.6% | 320,982 | $7.9M |
| Curi Capital, LLC | 0.13% | Add +24.4% | 302,951 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.8% | 258,139 | $6.3M |
| Endeavour Capital Advisors Inc. | 1.35% | Reduce -28.3% | 241,595 | $5.9M |
| EJF Capital LP | 3.34% | Reduce -79.3% | 192,676 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Add +30.0% | 191,250 | $4.7M |
| State Street Corp. | 0.00% | Add +217.0% | 126,440 | $3.1M |
| Raffles Associates LP | 2.59% | No change | 121,281 | $3.0M |
| KLCM Advisors, Inc. | 0.23% | No change | 107,617 | $2.6M |
| Two Sigma Investments, LP | 0.00% | New | 100,055 | $2.5M |
| Bleakley Financial Group, LLC | 0.03% | Add +0.1% | 88,136 | $2.2M |
| Banc Funds Co. LLC | 0.39% | No change | 85,715 | $2.1M |
| First Manhattan Co. Llc. | 0.01% | No change | 77,638 | $1.9M |
| Elizabeth Park Capital Advisors, Ltd. | 1.43% | No change | 75,740 | $1.9M |
| Acadian Asset Management LLC | 0.00% | Add +486.1% | 72,739 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +45.1% | 64,439 | $1.6M |
| Vanguard Portfolio Management LLC | 0.00% | — | 53,429 | $1.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 53,224 | $1.3M |
| AQR Capital Management | 0.00% | New | 44,967 | $1.1M |
| Kennedy Capital Management LLC | 0.02% | Add +11.0% | 44,487 | $1.1M |
| Nuveen, LLC | 0.00% | Add +326.9% | 39,464 | $970K |
| HB Wealth Management, LLC | 0.01% | Add +1.2% | 38,643 | $950K |
| Salzhauer Michael | 0.38% | Add +0.9% | 33,046 | $813K |
| Trexquant Investment LP | 0.01% | New | 30,072 | $739K |
| Morgan Stanley | 0.00% | Add +30.6% | 27,948 | $687K |
| Marshall Wace, LLP | 0.00% | Reduce -53.3% | 24,503 | $603K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +39.5% | 24,213 | $595K |
| Sei Investments Co. | 0.00% | Add +61.5% | 21,672 | $533K |
| Millennium Management | 0.00% | New | 21,313 | $524K |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 20,591 | $506K |
| Ghisallo Capital Management LLC | 0.01% | No change | 20,000 | $492K |
| Bank of America Corp. | 0.00% | Add +306.6% | 16,014 | $394K |
| Bridgeway Capital Management, LLC | 0.01% | New | 14,909 | $367K |
| ELCO Management Co., LLC | 0.14% | Add +23.2% | 12,031 | $296K |
| Franklin Resources Inc. | 0.00% | New | 10,921 | $269K |
| Occudo Quantitative Strategies LP | 0.01% | New | 10,425 | $266K |
| Centiva Capital, LP | 0.01% | New | 8,333 | $205K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 7,765 | $191K |
| Wells Fargo & Company | 0.00% | Reduce -29.8% | 6,255 | $154K |
| Barclays PLC | 0.00% | Reduce -52.3% | 5,716 | $141K |
| MetLife Investment Management, LLC | 0.00% | New | 5,356 | $132K |
| Rhumbline Advisers | 0.00% | Add +42.8% | 5,351 | $132K |
| Daytona Street Capital LLC | 0.10% | No change | 5,000 | $125K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +70.7% | 4,306 | $106K |
| JPMorgan Chase & Co. | 0.00% | Add +48.6% | 3,732 | $91K |
| Deutsche Bank AG | 0.00% | New | 3,403 | $84K |
| UBS Group AG | 0.00% | Reduce -87.5% | 3,149 | $77K |
| Vanguard Global Advisers, LLC | 0.00% | — | 2,962 | $73K |
| BNP Paribas Financial Markets | 0.00% | Add +89.8% | 2,408 | $59K |
| New York State Common Retirement Fund | 0.00% | No change | 1,900 | $47K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,730 | $43K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,602 | $39K |
| Legal & General Group Plc | 0.00% | Add +99.2% | 789 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +94.8% | 752 | $18K |
| Cwm, LLC | 0.00% | Add +182.2% | 618 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4.4% | 565 | $14K |
| Russell Investments Group, Ltd. | 0.00% | No change | 558 | $14K |
| California State Teachers Retirement System | 0.00% | Add +51.5% | 506 | $12K |
| Citigroup Inc. | 0.00% | Add +248.4% | 432 | $11K |
| Royal Bank of Canada | 0.00% | Reduce -57.2% | 276 | $7K |
| Sterling Capital Management LLC | 0.00% | Reduce -4.6% | 272 | $7K |
| GAMMA Investing LLC | 0.00% | Add +98.3% | 119 | $3K |
| MAI Capital Management | 0.00% | Add +2566.7% | 80 | $2K |
| Covestor Ltd | 0.00% | Reduce -72.0% | 21 | $1K |
| Rothschild Investment LLC | 0.00% | New | 32 | $787 |
| Arax Advisory Partners | 0.00% | New | 28 | $689 |
| Allworth Financial LP | 0.00% | New | 22 | $541 |
| IFP Advisors, Inc | 0.00% | No change | 20 | $492 |
| Root Financial Partners, LLC | 0.00% | New | 17 | $418 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 14 | $344 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +18.2% | 13 | $319 |
| Essential Partners LLC | 0.00% | Add +37.5% | 11 | $270 |
| Farther Finance Advisors, LLC | 0.00% | New | 3 | $74 |
| True Wealth Design, LLC | 0.00% | New | 2 | $50 |
| FMR LLC | 0.00% | New | 2 | $49 |
| Sunbelt Securities, Inc. | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is COSO's weight in each manager's 13F, not the share of Coastal South Bancshares Inc. the manager owns.