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CoastalSouth Bancshares Ownership | Who Owns CoastalSouth Bancshares?

OverviewRevenueFinancialsChart

CoastalSouth Bancshares Ownership Summary

CoastalSouth Bancshares is owned by 59.03% institutional investors, 11.85% insiders, and 29.11% retail investors. Fourthstone is the largest institutional shareholder, holding 8.33% of COSO shares.

COSO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCoastalSouth Bancshares59.03%11.85%29.11%
IndustryRegional Banks Stocks38.94%12.65%48.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fourthstone959.80K8.33%$22.32M
Berkeley capital partners365.56K2.95%$8.50M
Endeavour capital advisors336.84K2.92%$7.83M
Blackrock funding, inc. /de324.31K2.82%$7.54M
Goldman sachs group239.53K2.08%$5.57M
Vanguard group234.07K1.89%$5.44M
Geode capital management147.14K1.28%$3.42M
Klcm advisors107.62K0.87%$2.50M
Bleakley financial group88.09K0.76%$2.05M
Banc funds85.72K0.74%$1.99M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Fourthstone959.80K4.18%$22.32M
Endeavour capital advisors336.84K2.18%$7.83M
Berkeley capital partners365.56K2.00%$8.50M
Banc funds85.72K0.39%$1.99M
Salzhauer michael32.75K0.31%$761.35K
Klcm advisors107.62K0.21%$2.50M
Elco management9.77K0.14%$227.06K
Bleakley financial group88.09K0.04%$2.05M
Hb wealth management38.18K0.01%$887.78K
Covestor75.000.00%$2.00K

Top Buyers

HolderShares% AssetsChange
Fourthstone959.80K4.18%581.66K
Vanguard group234.07K0.00%86.81K
Blackrock funding, inc. /de324.31K0.00%73.99K
Hb wealth management38.18K0.01%38.18K
Morgan stanley21.40K-18.20K

Top Sellers

HolderShares% AssetsChange
Goldman sachs group239.53K0.00%-113.43K
Berkeley capital partners365.56K2.00%-15.38K
Deutsche bank ag\---4.95K
Elco management9.77K0.14%-1.35K
Bnp paribas arbitrage, snc1.27K--868.00

New Positions

HolderShares% AssetsChangeValue
Hb wealth management38.18K0.01%38.18K$887.78K
Jane street group12.89K-12.89K$299.69K
Acadian asset management12.41K0.00%12.41K$287.00K
Nuveen9.24K0.00%9.24K$214.92K
Los angeles capital management4.89K0.00%4.89K$104.31K

Sold Out

HolderChange
Strs ohio-800.00
Deutsche bank ag\-4.95K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025521633.33%6,622,233874.19%59134.95%504900.00%2100.00%
Jun 30, 2025350.00%679,767133.11%682.09%1-1-
Mar 31, 20252-291,603-5.41%231.06%--1-
Dec 31, 20242-308,284-6.44%329.25%--1-
Sep 30, 20242-329,519-0.15%330.99%--1-

Recent Insider Transactions

DateNameRoleActivityValue
Feb 10, 2026HIGH MICHAEL B-Buy$37.71K

Insider Transactions Trends

DateBuySell
2026 Q11-
2003 Q4--
2003 Q3--
2003 Q2--

COSO Ownership FAQ

Who Owns CoastalSouth Bancshares?

CoastalSouth Bancshares shareholders are primarily institutional investors at 59.03%, followed by 11.85% insiders and 29.12% retail investors. The average institutional ownership in CoastalSouth Bancshares's industry, Regional Banks Stocks, is 38.94%, which CoastalSouth Bancshares exceeds.

Who owns the most shares of CoastalSouth Bancshares?

CoastalSouth Bancshares’s largest shareholders are Fourthstone (959.8K shares, 8.33%), Berkeley capital partners (365.56K shares, 2.95%), and Endeavour capital advisors (336.84K shares, 2.92%). Together, they hold 14.21% of CoastalSouth Bancshares’s total shares outstanding.

Does Blackrock own CoastalSouth Bancshares?

BlackRock is not among the top 10 institutional shareholders of CoastalSouth Bancshares.

Who is CoastalSouth Bancshares’s biggest shareholder by percentage of total assets invested?

Fourthstone is CoastalSouth Bancshares’s biggest shareholder by percentage of total assets invested, with 4.18% of its assets in 959.8K CoastalSouth Bancshares shares, valued at 22.32M$.

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