CoastalSouth Bancshares Ownership | Who Owns CoastalSouth Bancshares?
CoastalSouth Bancshares Ownership Summary
CoastalSouth Bancshares is owned by 58.93% institutional investors, 12.37% insiders, and 28.70% retail investors. Fourthstone is the largest institutional shareholder, holding 8.88% of COSO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.58% of its assets in CoastalSouth Bancshares shares.
COSO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CoastalSouth Bancshares | 58.93% | 12.37% | 28.70% |
| Industry | Regional Banks Stocks | 38.86% | 12.63% | 48.51% |
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 |
| Endeavour capital advisors | 241.59K | 1.95% | $5.94M |
| Vanguard group | 234.07K | 1.89% | $5.44M |
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 |
| Endeavour capital advisors | 241.59K | 1.35% | $5.94M |
| 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 |
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 | 1.35% | -95.25K |
| 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 |
|---|---|
| Amalgamated bank | -172.00 |
| Strs ohio | -800.00 |
| Los angeles capital management | -4.89K |
| Quadrature capital | -10.37K |
| Jane street group | -12.89K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Mar 31, 2025 | 2 | - | 291,603 | -5.41% | 2 | 31.06% | - | - | 1 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 314.10K | 2.58% | - |
| RMB Mendon Financial Services A | 280.23K | 2.30% | -22.72K |
| iShares Russell 2000 ETF | 174.11K | 1.43% | 1.61K |
| Goldman Sachs Small Cap Value A | 117.02K | 0.96% | -2.58K |
| Fidelity Small Cap Index | 86.54K | 0.71% | 35.14K |
| Vanguard Institutional Extnd Mkt Idx Tr | 85.77K | 0.70% | 2.98K |
| iShares Russell 2000 Value ETF | 70.42K | 0.58% | - |
| Goldman Sachs Small Cap Vl Clv Tr Fd CL1 | 53.46K | 0.44% | -1.03K |
| Vanguard Russell 2000 ETF | 46.37K | 0.38% | 984.00 |
| Kennedy Bank Sector | 44.49K | 0.37% | 4.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 06, 2026 | Valduga Anthony P. | CFO AND COO | Sell | $117.78K |
| Mar 09, 2026 | Stone Stephen R. | PRESIDENT AND CEO | Buy | $4.83K |
| Feb 10, 2026 | HIGH MICHAEL B | - | Buy | $37.71K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | - |
| 2026 Q1 | 2 | - |
| 2003 Q4 | - | - |
| 2003 Q3 | - | - |
| 2003 Q2 | - | - |
COSO Ownership FAQ
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