CoastalSouth Bancshares, Inc. 13F holders
100 funds reported a position in CoastalSouth Bancshares, Inc. in their 13F for the quarter ended 30 June 2026, together 7.0 million shares worth $187.6 million. Against the quarter before, 23 opened a position, 42 added, 19 trimmed and 4 sold out; together they sold a net 292,549 shares. The largest holders: Patriot Financial Partners GP II, L.P., BlackRock, Inc. and Two Sigma Investments, LP.
Funds holding100+17 on Q1 2026
Shares they held7.0Mworth $187.6 million
Net sold on the quarter292,549 sharesabout $7.8 million at the funds' values
Funds buying to selling65 to 23opened or added, to cut or sold
Opened 23Added 42Held 16Trimmed 19Sold out 4
What each fund did in COSO against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in COSO in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 17 reported a position in CoastalSouth Bancshares, Inc.: 1 opened one, 10 added, 1 trimmed and 0 sold out, a net 10,285 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | +9,629 | 17,548 | added | 13F |
| HB Wealth Management, LLC | +406 | 38,517 | added | 13F |
| Gamma Investing LLC | +94 | 246 | added | 13F |
| SJS Investment Consulting Inc. | +86 | 87 | added | 13F |
| Parkside Financial Bank & Trust | +15 | 15 | new | 13F |
| IFP Advisors, Inc | +15 | 172 | added | 13F |
| Farther Finance Advisors, LLC | +14 | 18 | added | 13F |
| Essential Partners LLC | +14 | 38 | added | 13F |
| Covestor Ltd | +4 | 20 | added | 13F |
| True Wealth Design, LLC | +7 | 17 | added | 13F |
| Sterling Capital Management LLC | +7 | 173 | added | 13F |
| Caitong International Asset Management Co., Ltd | -6 | 4 | trimmed | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in CoastalSouth Bancshares, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Two Sigma Investments, 408,489 shares worth $11.0 million, 0.0% of its reported book. New this quarter: Citadel Advisors, Point72 Asset Management. In the quarter, 6 funds added or opened a position and 0 trimmed or sold out; together they bought a net 476,755 shares, about $12.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 408,489 | $11.0 million | 0.0% | +308,434 | added | 30 June 2026 | 13F |
| Geode Capital Management | 196,340 | $5.3 million | 0.0% | +5,090 | added | 30 June 2026 | 13F |
| Citadel Advisors | 88,947 | $2.4 million | 0.0% | +88,947 | new | 30 June 2026 | 13F |
| Point72 Asset Management | 63,549 | $1.7 million | 0.0% | +63,549 | new | 30 June 2026 | 13F |
| Millennium Management | 32,027 | $859,925 | 0.0% | +10,714 | added | 30 June 2026 | 13F |
| FMR LLC | 23 | $618 | 0.0% | +21 | added | 30 June 2026 | 13F |
Value is what the fund reported.
Read more
Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 691,367 | 9.85% | $18.6 million | 4.74% | -467,844 | 13F |
| BlackRock, Inc. | 584,198 | 8.33% | $15.7 million | 0.00% | +92,165 | 13F |
| Two Sigma Investments, LP | 408,489 | 5.82% | $11.0 million | 0.01% | +308,434 | 13F |
| Vanguard Capital Management LLC | 395,093 | 5.63% | $10.6 million | 0.00% | -11,334 | 13F |
| North Reef Capital Management LP | 370,982 | 5.29% | $10.0 million | 0.38% | +50,000 | 13F |
| Berkeley Capital Partners, LLC | 356,390 | 5.08% | $9.6 million | 1.97% | -4,172 | 13F |
| AllianceBernstein L.P. | 347,546 | 4.95% | $8.5 million | 0.00% | -50,027 | 13F |
| Mendon Capital Advisors Corp. | 267,232 | 3.81% | $7.2 million | 2.54% | -62,511 | 13F |
| Curi Capital, LLC | 250,001 | 3.56% | $6.7 million | 0.10% | -52,950 | 13F |
| Fourthstone LLC | 225,211 | 3.21% | $6.1 million | 4.33% | -875,293 | 13F |
| Raffles Associates LP | 224,276 | 3.20% | $6.0 million | 2.64% | +102,995 | 13F |
| Geode Capital Management, LLC | 196,340 | 2.80% | $5.3 million | 0.00% | +5,090 | 13F |
| EJF Capital LP | 192,676 | 2.75% | $5.2 million | 3.46% | no change | 13F |
| State Street Corp. | 188,361 | 2.68% | $5.1 million | 0.00% | +61,921 | 13F |
| Acadian Asset Management LLC | 173,846 | 2.48% | $4.7 million | 0.01% | +101,107 | 13F |
| Qube Research & Technologies Ltd | 127,213 | 1.81% | $3.4 million | 0.00% | new | 13F |
| Morgan Stanley | 108,931 | 1.55% | $2.9 million | 0.00% | +80,983 | 13F |
| KLCM Advisors, Inc. | 107,617 | 1.53% | $2.9 million | 0.23% | no change | 13F |
| Goldman Sachs Group Inc. | 91,528 | 1.30% | $2.5 million | 0.00% | -166,611 | 13F |
| Bleakley Financial Group, LLC | 90,307 | 1.29% | $2.4 million | 0.03% | +2,171 | 13F |
| Citadel Advisors LLC | 88,947 | 1.27% | $2.4 million | 0.00% | new | 13F |
| Banc Funds Co. LLC | 85,715 | 1.22% | $2.3 million | 0.38% | no change | 13F |
| First Manhattan Co. LLC. | 77,638 | 1.11% | $2.1 million | 0.01% | no change | 13F |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | 1.08% | $2.0 million | 1.41% | no change | 13F |
| AQR Capital Management LLC | 70,177 | 1.00% | $1.9 million | 0.00% | +25,210 | 13F |
| Northern Trust Corp. | 65,971 | 0.94% | $1.8 million | 0.00% | +1,532 | 13F |
| Point72 Asset Management, L.P. | 63,549 | 0.91% | $1.7 million | 0.00% | new | 13F |
| Trexquant Investment LP | 63,324 | 0.90% | $1.7 million | 0.01% | +33,252 | 13F |
| Vanguard Portfolio Management LLC | 59,973 | 0.85% | $1.6 million | 0.00% | +6,544 | 13F |
| JPMorgan Chase & Co. | 59,792 | 0.85% | $1.6 million | 0.00% | +56,060 | 13F |
| Vanguard Fiduciary Trust Co. | 53,047 | 0.76% | $1.4 million | 0.00% | -177 | 13F |
| Jane Street Group, LLC | 50,345 | 0.72% | $1.4 million | 0.00% | new | 13F |
| BNP Paribas Financial Markets | 48,422 | 0.69% | $1.3 million | 0.00% | +46,014 | 13F |
| HRT Financial LP | 43,819 | 0.62% | $1.2 million | 0.00% | new | 13F |
| Kennedy Capital Management LLC | 42,732 | 0.61% | $1.1 million | 0.02% | -1,755 | 13F |
| Bank of America Corp. | 39,688 | 0.57% | $1.1 million | 0.00% | +23,674 | 13F |
| Nuveen, LLC | 39,464 | 0.56% | $1.1 million | 0.00% | no change | 13F |
| XTX Topco Ltd | 38,845 | 0.55% | $1.0 million | 0.01% | new | 13F |
| HB Wealth Management, LLC | 38,111 | 0.54% | $1.0 million | 0.01% | -532 | 13F |
| Arrowstreet Capital, Limited Partnership | 35,622 | 0.51% | $956,451 | 0.00% | new | 13F |
| Salzhauer Michael | 33,046 | 0.47% | $887,285 | 0.33% | no change | 13F |
| Millennium Management LLC | 32,027 | 0.46% | $859,925 | 0.00% | +10,714 | 13F |
| Quadrature Capital Ltd | 29,969 | 0.43% | $804,668 | 0.01% | new | 13F |
| Occudo Quantitative Strategies LP | 29,110 | 0.41% | $781,604 | 0.04% | +18,685 | 13F |
| D. E. Shaw & Co., Inc. | 26,090 | 0.37% | $700,517 | 0.00% | new | 13F |
| Charles Schwab Investment Management Inc. | 24,189 | 0.34% | $649,475 | 0.00% | -24 | 13F |
| Bank of New York Mellon Corp | 21,375 | 0.30% | $573,919 | 0.00% | +784 | 13F |
| Russell Investments Group, Ltd. | 17,405 | 0.25% | $466,950 | 0.00% | +16,847 | 13F |
| Jump Financial, LLC | 15,800 | 0.23% | $424,230 | 0.00% | new | 13F |
| Bridgeway Capital Management, LLC | 14,909 | 0.21% | $400,307 | 0.01% | no change | 13F |
The 50 largest of the 100 funds that reported a position in COSO in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read more
Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 18 August 2026 | 13G/A | Patriot Financial Partners II, L.P. and 21 others | 572,982 | 4.8% | 14 August 2026 | passive, other (13d-1(d)) | EDGAR |
| 14 August 2026 | 13G/A | Fourthstone LLC and 11 others | 225,211 | 1.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 28 May 2026 | 13G/A | EJF Capital LP and 11 others | 192,676 | 1.6% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
| 15 May 2026 | 13G/A | Fourthstone LLC and 11 others | 1.1 million | 9.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 May 2026 | 13G/A | Patriot Financial Partners II, L.P. and 21 others | 691,367 | 5.8% | 29 April 2026 | passive, other (13d-1(d)) | EDGAR |
| 13 February 2026 | 13G | Fourthstone LLC and 11 others | 959,797 | 8.0% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G | EJF Capital LLC and 11 others | 930,171 | 8.5% | 1 July 2025 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read more
Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 21 August 2026 | 3 | $27.25 | SEC |
| 20 August 2026 | 4 | $27.02 | SEC |
| 19 August 2026 | 3 | $27.80 | SEC |
| 18 August 2026 | 4 | $27.83 | SEC |
| 17 August 2026 | 1 | $27.81 | SEC |
| 14 August 2026 | 16 | $28.01 | SEC |
| 12 August 2026 | 49 | $27.89 | SEC |
| 15 July 2026 | 4 | $26.49 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.