CoastalSouth Bancshares, Inc. (COSO) — Institutional Holders, Q2 2026

101 institutional investment managers reported a COSO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $184.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

COSO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

24

Added to

40

Trimmed

22

Sold out

4

Biggest buyers

  1. TWO SIGMA INVESTMENTSAdded · +308,434 sh+$8.3M
  2. Qube Research & Technologies LtdNew · +127,213 sh+$3.4M
  3. ACADIAN ASSET MANAGEMENTAdded · +101,107 sh+$2.7M
  4. BlackRockAdded · +92,165 sh+$2.5M
  5. CITADEL ADVISORSNew · +88,947 sh+$2.4M

Biggest sellers

  1. FourthstoneTrimmed · -875,293 sh-$23.5M
  2. Patriot Financial Partners GP II, L.P.Trimmed · -467,844 sh-$12.6M
  3. ENDEAVOUR CAPITAL ADVISORSSold out · -241,595 sh-$6.5M
  4. GOLDMAN SACHS GROUPTrimmed · -166,611 sh-$4.5M
  5. MENDON CAPITAL ADVISORSTrimmed · -62,511 sh-$1.7M

COSO 13F holders ranked 1–100 of 101

Institutional investors reporting a position in CoastalSouth Bancshares, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Patriot Financial Partners GP II, L.P.#1 · 691,367 sh$18.6M-40.4%
BlackRock#2 · 584,198 sh$15.7M+18.7%
TWO SIGMA INVESTMENTS#3 · 408,489 sh$11.0M+308.3%
VANGUARD CAPITAL MANAGEMENT#4 · 395,093 sh$10.6M-2.8%
North Reef Capital Management#5 · 370,982 sh$10.0M+15.6%
Berkeley Capital Partners#6 · 356,390 sh$9.6M-1.2%
ALLIANCEBERNSTEIN L.P.#7 · 347,546 sh$8.5M-12.6%
MENDON CAPITAL ADVISORS#8 · 267,232 sh$7.2M-19.0%
RMB Capital Management#9 · 250,001 sh$6.7M-17.5%
Fourthstone#10 · 225,211 sh$6.1M-79.5%
GEODE CAPITAL MANAGEMENT#11 · 196,340 sh$5.3M+2.7%
EJF Capital#12 · 192,676 sh$5.2M0.0%
STATE STREET#13 · 188,361 sh$5.1M+49.0%
ACADIAN ASSET MANAGEMENT#14 · 173,846 sh$4.7M+139.0%
Qube Research & Technologies Ltd#15 · 127,213 sh$3.4MNew
RAFFLES ASSOCIATES#16 · 112,138 sh$3.0M-7.5%
MORGAN STANLEY#17 · 108,931 sh$2.9M+289.8%
KLCM Advisors#18 · 107,617 sh$2.9M0.0%
GOLDMAN SACHS GROUP#19 · 91,528 sh$2.5M-64.5%
Bleakley Financial Group#20 · 90,307 sh$2.4M+2.5%
CITADEL ADVISORS#21 · 88,947 sh$2.4MNew
BANC FUNDS#22 · 85,715 sh$2.3M0.0%
FIRST MANHATTAN#23 · 77,638 sh$2.1M0.0%
Elizabeth Park Capital Advisors, Ltd.#24 · 75,740 sh$2.0M0.0%
AQR CAPITAL MANAGEMENT#25 · 70,177 sh$1.9M+56.1%
NORTHERN#26 · 65,971 sh$1.8M+2.4%
Point72 Asset Management, L.P.#27 · 63,549 sh$1.7MNew
Trexquant Investment#28 · 63,324 sh$1.7M+110.6%
VANGUARD PORTFOLIO MANAGEMENT#29 · 59,973 sh$1.6M+12.2%
JPMORGAN CHASE#30 · 59,792 sh$1.6M+1502.1%
VANGUARD FIDUCIARY#31 · 53,047 sh$1.4M-0.3%
JANE STREET GROUP#32 · 50,345 sh$1.4MNew
BNP PARIBAS FINANCIAL MARKETS#33 · 48,422 sh$1.3M+1910.9%
HRT FINANCIAL#34 · 43,819 sh$1.2MNew
KENNEDY CAPITAL MANAGEMENT#35 · 42,732 sh$1.1M-3.9%
BANK OF AMERICA#36 · 39,688 sh$1.1M+147.8%
Nuveen#37 · 39,464 sh$1.1M0.0%
XTX Topco Ltd#38 · 38,845 sh$1.0MNew
HB Wealth Management#39 · 38,111 sh$1.0M-1.4%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#40 · 35,622 sh$956.5KNew
SALZHAUER MICHAEL#41 · 33,046 sh$887.3K0.0%
MILLENNIUM MANAGEMENT#42 · 32,027 sh$859.9K+50.3%
Quadrature Capital Ltd#43 · 29,969 sh$804.7KNew
OCCUDO QUANTITATIVE STRATEGIES#44 · 29,110 sh$781.6K+179.2%
D. E. Shaw#45 · 26,090 sh$700.5KNew
CHARLES SCHWAB INVESTMENT MANAGEMENT#46 · 24,189 sh$649.5K-0.1%
Bank of New York Mellon#47 · 21,375 sh$573.9K+3.8%
Russell Investments Group, Ltd.#48 · 17,405 sh$466.9K+3019.2%
Jump Financial#49 · 15,800 sh$424.2KNew
BRIDGEWAY CAPITAL MANAGEMENT#50 · 14,909 sh$400.3K0.0%
Man Group plc#51 · 14,767 sh$396.5KNew
MARSHALL WACE, LLP#52 · 14,128 sh$379.3K-42.3%
Centiva Capital#53 · 12,868 sh$345.5K+54.4%
WINTON GROUP Ltd#54 · 11,681 sh$313.6KNew
SEI INVESTMENTS#55 · 11,665 sh$313.2K-46.2%
Squarepoint Ops#56 · 10,941 sh$293.8KNew
FRANKLIN RESOURCES#57 · 10,395 sh$279.1K-4.8%
Schonfeld Strategic Advisors#58 · 9,962 sh$267.5KNew
Walleye Capital#59 · 9,735 sh$261.4KNew
SUSQUEHANNA FUNDAMENTAL INVESTMENTS#60 · 9,441 sh$253.5KNew
Virtu Financial#61 · 9,320 sh$250.0KNew
ALGERT GLOBAL#62 · 8,303 sh$222.9KNew
WELLS FARGO & COMPANY#63 · 8,281 sh$222.3K+32.4%
RHUMBLINE ADVISERS#64 · 8,018 sh$215.3K+49.8%
DEUTSCHE BANK AG\#65 · 8,012 sh$215.1K+135.4%
ELCO Management#66 · 7,935 sh$213.1K-34.0%
Y-Intercept (Hong Kong) Ltd#67 · 7,919 sh$212.6KNew
BARCLAYS PLC#68 · 7,793 sh$209.2K+36.3%
OSAIC#69 · 7,780 sh$208.9K+0.2%
EP Wealth Advisors#70 · 7,564 sh$203.1KNew
MetLife Investment Management#71 · 5,356 sh$143.8K0.0%
Daytona Street Capital#72 · 5,000 sh$133.1K0.0%
CITIGROUP#73 · 4,041 sh$108.5K+835.4%
MIRAE ASSET GLOBAL ETFS Ltd.#74 · 3,784 sh$101.6K-12.1%
UBS Group AG#75 · 3,639 sh$97.7K+15.6%
Vanguard Global Advisers#76 · 2,962 sh$79.5K0.0%
Rockefeller Capital Management L.P.#77 · 2,353 sh$63.2K+46.9%
PNC FINANCIAL SERVICES GROUP#78 · 2,125 sh$57.1KNew
NEW YORK STATE COMMON RETIREMENT FUND#79 · 1,900 sh$51.0K0.0%
Police & Firemen's Retirement System of New Jersey#80 · 1,730 sh$46.5K0.0%
Tower Research Capital (TRC)#81 · 1,053 sh$28.3K+86.4%
Legal & General Group Plc#82 · 789 sh$21.2K0.0%
Ameritas Investment Partners#83 · 752 sh$20.2K0.0%
ROYAL BANK OF CANADA#84 · 733 sh$20.0K+165.6%
SRS Capital Advisors#85 · 221 sh$5.9K+689.3%
Sterling Capital Management#86 · 166 sh$4.5K-39.0%
IFP Advisors#87 · 157 sh$4.2K+685.0%
GAMMA Investing#88 · 152 sh$4.1K+27.7%
Integrated Wealth Concepts#89 · 99 sh$2.7KNew
Allworth Financial#90 · 90 sh$2.4K+309.1%
ROTHSCHILD INVESTMENT#91 · 64 sh$1.7K+100.0%
EverSource Wealth Advisors#92 · 32 sh$860.00-99.5%
Essential Partners#93 · 24 sh$644.00+118.2%
FMR#94 · 23 sh$618.00+1050.0%
Basecamp Wealth Advisors#95 · 18 sh$483.00+28.6%
True Wealth Design#96 · 10 sh$269.00+400.0%
Caitong International Asset Management , Ltd#97 · 10 sh$268.00New
Farther Finance Advisors#98 · 4 sh$107.00+33.3%
SJS Investment Consulting#99 · 1 sh$27.00New
Covestor Ltd#100 · 16 sh$0.00-23.8%

Funds that sold out of COSO in Q2 2026 (4)

Held COSO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held COSO in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
ENDEAVOUR CAPITAL ADVISORS241,595 sh$5.9M
Ghisallo Capital Management20,000 sh$491.8K
MAI Capital Management80 sh$2.0K
Root Financial Partners17 sh$418.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.