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Who owns COSO?

Institutional ownership of CoastalSouth Bancshares Inc. from Form 13F, Q2 2026

101 institutional managers reported holding CoastalSouth Bancshares Inc. (COSO) in Form 13F filings for Q2 2026, with 7,016,370 shares worth $188M. The largest reported holder was Patriot Financial Partners GP II, L.P. Managers that filed both quarters cut a net 292,454 shares (-4.0%). 24 opened new positions and 4 sold out.

Funds holding
101
Value held
$188M
New / sold out
24 / 4
Net shares, same filers
-4.0%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of COSO

FundValueShare of 13F holdingsSharesMove
Patriot Financial Partners GP II, L.P.$18.6M9.9%691,367Trimmed
BlackRock, Inc.$15.7M8.3%584,198Added
Two Sigma Investments, LP$11.0M5.8%408,489Added
Vanguard Capital Management LLC$10.6M5.6%395,093Trimmed
North Reef Capital Management LP$10.0M5.3%370,982Added
Berkeley Capital Partners, LLC$9.6M5.1%356,390Trimmed
Alliancebernstein L.p.$8.5M5.0%347,546Trimmed
Mendon Capital Advisors Corp$7.2M3.8%267,232Trimmed
Curi Capital, LLC$6.7M3.6%250,001Trimmed
Fourthstone LLC$6.1M3.2%225,211Trimmed
Raffles Associates LP$6.0M3.2%224,276Added
Geode Capital Management, LLC$5.3M2.8%196,340Added
EJF Capital LP$5.2M2.7%192,676Unchanged
State Street Corp$5.1M2.7%188,361Added
Acadian Asset Management LLC$4.7M2.5%173,846Added
Qube Research & Technologies Ltd$3.4M1.8%127,213New
Morgan Stanley$2.9M1.6%108,931Added
KLCM Advisors, Inc.$2.9M1.5%107,617Unchanged
Goldman Sachs Group Inc$2.5M1.3%91,528Trimmed
Bleakley Financial Group, LLC$2.4M1.3%90,307Added
Citadel Advisors LLC$2.4M1.3%88,947New
Banc Funds Co LLC$2.3M1.2%85,715Unchanged
First Manhattan Co. LLC.$2.1M1.1%77,638Unchanged
Elizabeth Park Capital Advisors, Ltd.$2.0M1.1%75,740Unchanged
AQR Capital Management LLC$1.9M1.0%70,177Added

Share of 13F holdings is each fund's shares as a share of the 7,016,370 COSO shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Two Sigma Investments, LP Added+$8.3M
  2. Qube Research & Technologies Ltd New+$3.4M
  3. Raffles Associates LP Added+$2.8M
  4. Acadian Asset Management LLC Added+$2.7M
  5. BlackRock, Inc. Added+$2.5M
  6. Citadel Advisors LLC New+$2.4M
  7. Morgan Stanley Added+$2.2M
  8. Point72 Asset Management, L.P. New+$1.7M
  9. State Street Corp Added+$1.7M
  10. JPMorgan Chase & Co Added+$1.5M

Biggest sellers in Q2 2026

  1. Fourthstone LLC Trimmed-$23.7M
  2. Patriot Financial Partners GP II, L.P. Trimmed-$12.6M
  3. Endeavour Capital Advisors Inc Sold out-$5.9M
  4. Goldman Sachs Group Inc Trimmed-$4.5M
  5. Mendon Capital Advisors Corp Trimmed-$1.7M
  6. Curi Capital, LLC Trimmed-$1.4M
  7. Alliancebernstein L.p. Trimmed-$1.2M
  8. Ghisallo Capital Management LLC Sold out-$492K
  9. Vanguard Capital Management LLC Trimmed-$304K
  10. Marshall Wace, LLP Trimmed-$279K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $45.3M and sold $52.6M; 41 added and 19 trimmed.

Questions about COSO ownership

Who owns COSO stock?
101 institutional investment managers reported COSO positions in their Form 13F filings for Q2 2026, holding 7,016,370 shares worth $188M in total. Patriot Financial Partners GP II, L.P. reported the largest position.
Are funds buying or selling COSO?
In Q2 2026, 24 managers opened new COSO positions, 41 added, 19 trimmed and 4 sold out. Managers that filed in both quarters sold a net 292,454 shares.
How current is this COSO institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to COSO by CUSIP. Options are left out. COSO news and filings · COSO insider trades · Top funds