CoastalSouth Bancshares Ownership | Who Owns CoastalSouth Bancshares?
CoastalSouth Bancshares Ownership Summary
CoastalSouth Bancshares is owned by 55.90% institutional investors, 12.40% insiders, and 31.70% retail investors. Fourthstone is the largest institutional shareholder, holding 8.88% of COSO shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 2.49% of its assets in CoastalSouth Bancshares shares.
COSO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CoastalSouth Bancshares | 55.90% | 12.40% | 31.70% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 1.10M | 8.88% | $27.06M |
| Blackrock funding, inc. /de | 492.03K | 3.97% | $12.10M |
| Alliancebernstein | 397.57K | 3.21% | $9.24M |
| Berkeley capital partners | 360.56K | 2.91% | $8.87M |
| Mendon capital advisors | 329.74K | 2.66% | $8.11M |
| North reef capital management lp | 320.98K | 2.59% | $7.89M |
| Rmb capital management | 302.95K | 2.45% | $7.45M |
| Goldman sachs group | 258.14K | 2.08% | $6.35M |
| Vanguard group | 234.07K | 1.89% | $5.44M |
| Ejf capital | 192.68K | 1.56% | $4.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 1.10M | 4.59% | $27.06M |
| Ejf capital | 192.68K | 3.34% | $4.74M |
| Mendon capital advisors | 329.74K | 3.14% | $8.11M |
| Raffles associates lp | 121.28K | 2.59% | $2.98M |
| Berkeley capital partners | 360.56K | 2.06% | $8.87M |
| Elizabeth park capital advisors | 75.74K | 1.43% | $1.86M |
| Banc funds | 85.72K | 0.39% | $2.11M |
| Salzhauer michael | 33.05K | 0.38% | $812.60K |
| North reef capital management lp | 320.98K | 0.27% | $7.89M |
| Klcm advisors | 107.62K | 0.22% | $2.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 492.03K | 0.00% | 167.73K |
| Fourthstone | 1.10M | 4.59% | 140.71K |
| Two sigma investments, lp | 100.06K | 0.00% | 100.06K |
| Vanguard group | 234.07K | 0.00% | 86.81K |
| State street | 126.44K | 0.00% | 86.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ejf capital | 192.68K | 3.34% | -737.50K |
| Azora capital lp | - | - | -308.94K |
| Endeavour capital advisors | - | - | -241.59K |
| Citadel advisors | - | - | -41.56K |
| Marshall wace, llp | 24.50K | 0.00% | -27.96K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Two sigma investments, lp | 100.06K | 0.00% | 100.06K | $2.46M |
| Vanguard fiduciary trust | 53.22K | 0.00% | 53.22K | $1.31M |
| Aqr capital management | 44.97K | 0.00% | 44.97K | $1.11M |
| Trexquant investment lp | 30.07K | 0.01% | 30.07K | $739.47K |
| Bridgeway capital management | 14.91K | 0.01% | 14.91K | $366.61K |
Sold Out
| Holder | Change |
|---|---|
| Root financial partners | -17.00 |
| Covestor | -21.00 |
| Mai capital management | -80.00 |
| Amalgamated bank | -172.00 |
| Strs ohio | -800.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 103 | 24.10% | 6,958,177 | -4.81% | 55 | 1.62% | 69 | 13.11% | 19 | 72.73% |
| Mar 31, 2026 | 78 | 20.00% | 7,299,675 | 6.71% | 58 | 1.93% | 56 | 55.56% | 11 | -31.25% |
| Dec 31, 2025 | 29 | -44.23% | 2,726,878 | -56.22% | 22 | 0.71% | 16 | -68.00% | 7 | 250.00% |
| Sep 30, 2025 | 52 | 1633.33% | 6,622,233 | 874.19% | 59 | 134.95% | 50 | 4900.00% | 2 | 100.00% |
| Jun 30, 2025 | 3 | 50.00% | 679,767 | 133.11% | 6 | 82.09% | 1 | - | 1 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 297.30K | 2.49% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 297.30K | 2.48% | -16.80K |
| Vanguard Total Stock Mkt Idx Inv | 297.30K | 2.44% | -16.80K |
| RMB Mendon Financial Services A | 250.00K | 2.09% | - |
| iShares Russell 2000 ETF | 217.87K | 1.82% | 1.87K |
| Goldman Sachs Small Cap Value A | 117.02K | 0.96% | -2.58K |
| Fidelity Small-Mid Multifactor ETF | 91.60K | 0.77% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 88.25K | 0.74% | - |
| Fidelity Small Cap Index | 84.35K | 0.71% | 773.00 |
| iShares Russell 2000 Value ETF | 76.56K | 0.64% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 06, 2026 | MACLEOD JAMES S | - | Buy | $2.65K |
| Aug 07, 2026 | MACLEOD JAMES S | - | Buy | $6.70K |
| Aug 31, 2026 | Bruderer Ernst W. | - | Sell | $54.86K |
| Aug 26, 2026 | Bruderer Ernst W. | - | Sell | $55.00K |
| Aug 18, 2026 | Bruderer Ernst W. | - | Sell | $27.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2030 Q1 | - | - |
| 2026 Q4 | - | - |
| 2026 Q1 | 2 | - |
| 2003 Q4 | - | - |
| 2003 Q3 | - | - |
COSO Ownership FAQ
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