CoastalSouth Bancshares, Inc. (COSO) Institutional Shareholders
CoastalSouth Bancshares, Inc. (COSO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $184.14M in COSO holdings during the latest filing period.
Patriot Financial Partners Gp Ii, L.P. is currently the largest disclosed institutional shareholder of COSO tracked by InsiderSet, reporting ownership valued at approximately $18.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.60M, representing an estimated gain of +0.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed COSO value among the investors covered in this analysis. Major shareholders include Patriot Financial Partners Gp Ii, L.P., Blackrock, Inc., Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in CoastalSouth Bancshares, Inc. (COSO).
This page ranks the largest institutional COSO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
97
Total Reported Value
$184.14M
Largest Holder
Patriot Financial Partners Gp Ii, L.P.
Largest Position
$18.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Patriot Financial Partners Gp Ii, L.P. | 4.74% | 691,367 | $18,563,204 | $18,604,686 | +$41,482 | +0.22% | |
| Blackrock, Inc. | 0.00% | 584,198 | $15,685,716 | $15,720,768 | +$35,052 | +0.22% | |
| Two Sigma Investments, Lp | 0.01% | 408,489 | $10,967,930 | $10,992,439 | +$24,509 | +0.22% | |
| Vanguard Capital Management Llc | 0.00% | 395,093 | $10,608,247 | $10,631,953 | +$23,706 | +0.22% | |
| North Reef Capital Management Lp | 0.38% | 370,982 | $9,960,867 | $9,983,126 | +$22,259 | +0.22% | |
| Berkeley Capital Partners, Llc | 1.97% | 356,390 | $9,569,083 | $9,590,455 | +$21,372 | +0.22% | |
| Alliancebernstein L.P. | 0.00% | 347,546 | $8,546,156 | $9,352,463 | +$806,307 | +9.43% | |
| Mendon Capital Advisors Corp | 2.54% | 267,232 | $7,175,179 | $7,191,213 | +$16,034 | +0.22% | |
| Curi Capital, Llc | 0.10% | 250,001 | $6,712,527 | $6,727,527 | +$15,000 | +0.22% | |
| Fourthstone Llc | 4.33% | 225,211 | $6,086,644 | $6,060,428 | -$26,216 | -0.43% | |
| Geode Capital Management, Llc | 0.00% | 196,340 | $5,272,795 | $5,283,509 | +$10,714 | +0.20% | |
| Ejf Capital Lp | 3.46% | 192,676 | $5,173,351 | $5,184,911 | +$11,560 | +0.22% | |
| State Street Corp | 0.00% | 188,361 | $5,057,493 | $5,068,795 | +$11,302 | +0.22% | |
| Acadian Asset Management Llc | 0.01% | 173,846 | $4,659,000 | $4,678,196 | +$19,196 | +0.41% | |
| Qube Research & Technologies Ltd | 0.00% | 127,213 | $3,415,669 | $3,423,302 | +$7,633 | +0.22% | |
| Raffles Associates Lp | 2.57% | 112,138 | $3,010,905 | $3,017,634 | +$6,729 | +0.22% | |
| Morgan Stanley | 0.00% | 108,931 | $2,924,797 | $2,931,333 | +$6,536 | +0.22% | |
| Klcm Advisors, Inc. | 0.23% | 107,617 | $2,889,516 | $2,895,973 | +$6,457 | +0.22% | |
| Goldman Sachs Group Inc | 0.00% | 91,528 | $2,457,527 | $2,463,018 | +$5,491 | +0.22% | |
| Bleakley Financial Group, Llc | 0.03% | 90,307 | $2,424,743 | $2,430,161 | +$5,418 | +0.22% | |
| Citadel Advisors Llc | 0.00% | 88,947 | $2,388,227 | $2,393,564 | +$5,337 | +0.22% | |
| Banc Funds Co Llc | 0.38% | 85,715 | $2,301,448 | $2,306,591 | +$5,143 | +0.22% | |
| First Manhattan Co. Llc. | 0.01% | 77,638 | $2,084,580 | $2,089,239 | +$4,659 | +0.22% | |
| Elizabeth Park Capital Advisors, Ltd. | 1.40% | 75,740 | $2,033,619 | $2,038,163 | +$4,544 | +0.22% | |
| Aqr Capital Management Llc | 0.00% | 70,177 | $1,884,252 | $1,888,463 | +$4,211 | +0.22% | |
| Northern Trust Corp | 0.00% | 65,971 | $1,771,321 | $1,775,280 | +$3,959 | +0.22% | |
| Point72 Asset Management, L.P. | 0.00% | 63,549 | $1,706,291 | $1,710,104 | +$3,813 | +0.22% | |
| Trexquant Investment Lp | 0.01% | 63,324 | $1,700,249 | $1,704,049 | +$3,800 | +0.22% | |
| Vanguard Portfolio Management Llc | 0.00% | 59,973 | $1,610,275 | $1,613,873 | +$3,598 | +0.22% | |
| Jpmorgan Chase & Co | 0.00% | 59,792 | $1,603,621 | $1,609,003 | +$5,382 | +0.34% | |
| Vanguard Fiduciary Trust Co | 0.00% | 53,047 | $1,424,312 | $1,427,495 | +$3,183 | +0.22% | |
| Jane Street Group, Llc | 0.00% | 50,345 | $1,351,763 | $1,354,784 | +$3,021 | +0.22% | |
| Bnp Paribas Financial Markets | 0.00% | 48,422 | $1,300,131 | $1,303,036 | +$2,905 | +0.22% | |
| Hrt Financial Lp | 0.00% | 43,819 | $1,176,000 | $1,179,169 | +$3,169 | +0.27% | |
| Kennedy Capital Management Llc | 0.02% | 42,732 | $1,147,354 | $1,149,918 | +$2,564 | +0.22% | |
| Bank Of America Corp | 0.00% | 39,688 | $1,065,623 | $1,068,004 | +$2,381 | +0.22% | |
| Nuveen, Llc | 0.00% | 39,464 | $1,059,609 | $1,061,976 | +$2,367 | +0.22% | |
| Xtx Topco Ltd | 0.01% | 38,845 | $1,042,988 | $1,045,319 | +$2,331 | +0.22% | |
| Hb Wealth Management, Llc | 0.01% | 38,111 | $1,023,302 | $1,025,567 | +$2,265 | +0.22% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 35,622 | $956,451 | $958,588 | +$2,137 | +0.22% | |
| Salzhauer Michael | 0.33% | 33,046 | $887,285 | $889,268 | +$1,983 | +0.22% | |
| Millennium Management Llc | 0.00% | 32,027 | $859,925 | $861,847 | +$1,922 | +0.22% | |
| Quadrature Capital Ltd | 0.01% | 29,969 | $804,668 | $806,466 | +$1,798 | +0.22% | |
| Occudo Quantitative Strategies Lp | 0.04% | 29,110 | $781,604 | $783,350 | +$1,746 | +0.22% | |
| D. E. Shaw & Co., Inc. | 0.00% | 26,090 | $700,517 | $702,082 | +$1,565 | +0.22% | |
| Charles Schwab Investment Management Inc | 0.00% | 24,189 | $649,475 | $650,926 | +$1,451 | +0.22% | |
| Bank Of New York Mellon Corp | 0.00% | 21,375 | $573,919 | $575,201 | +$1,282 | +0.22% | |
| Russell Investments Group, Ltd. | 0.00% | 17,405 | $466,950 | $468,369 | +$1,419 | +0.30% | |
| Jump Financial, Llc | 0.00% | 15,800 | $424,230 | $425,178 | +$948 | +0.22% | |
| Bridgeway Capital Management, Llc | 0.01% | 14,909 | $400,307 | $401,201 | +$894 | +0.22% |
Frequently asked questions about COSO
Who owns the most COSO stock?
The largest holders of COSO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CoastalSouth Bancshares, Inc. (COSO).
Is COSO widely held by superinvestors?
Many widely followed stocks like COSO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly COSO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.