Who Holds CoastalSouth Bancshares, Inc. (COSO)? 101 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 101 holders, $179 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 691,367 | $19 million | -40% | 13F |
| BlackRock, Inc. | 584,198 | $16 million | +19% | 13F |
| TWO SIGMA INVESTMENTS, LP | 408,489 | $11 million | +308% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 395,093 | $11 million | -3% | 13F |
| North Reef Capital Management LP | 370,982 | $10 million | +16% | 13F |
| Berkeley Capital Partners, LLC | 356,390 | $10 million | -1% | 13F |
| ALLIANCEBERNSTEIN L.P. | 347,546 | $9 million | -13% | 13F |
| MENDON CAPITAL ADVISORS CORP | 267,232 | $7 million | -19% | 13F |
| Curi Capital, LLC | 250,001 | $7 million | -17% | 13F |
| Fourthstone LLC | 225,211 | $6 million | -80% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 196,340 | $5 million | +3% | 13F |
| EJF Capital LP | 192,676 | $5 million | +0% | 13F |
| STATE STREET CORP | 188,361 | $5 million | +49% | 13F |
| Qube Research & Technologies Ltd | 127,213 | $3 million | New | 13F |
| RAFFLES ASSOCIATES LP | 112,138 | $3 million | -8% | 13F |
| MORGAN STANLEY | 108,931 | $3 million | +290% | 13F |
| KLCM Advisors, Inc. | 107,617 | $3 million | +0% | 13F |
| GOLDMAN SACHS GROUP INC | 91,528 | $2 million | -65% | 13F |
| Bleakley Financial Group, LLC | 90,307 | $2 million | +2% | 13F |
| CITADEL ADVISORS LLC | 88,947 | $2 million | New | 13F |
| BANC FUNDS CO LLC | 85,715 | $2 million | +0% | 13F |
| FIRST MANHATTAN CO. LLC. | 77,638 | $2 million | +0% | 13F |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | $2 million | +0% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 70,177 | $2 million | +56% | 13F |
| NORTHERN TRUST CORP | 65,971 | $2 million | +2% | 13F |
| Point72 Asset Management, L.P. | 63,549 | $2 million | New | 13F |
| Trexquant Investment LP | 63,324 | $2 million | +111% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 59,973 | $2 million | +12% | 13F |
| JPMORGAN CHASE & CO | 59,792 | $2 million | +1502% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 53,047 | $1 million | 0% | 13F |
| JANE STREET GROUP, LLC | 50,345 | $1 million | New | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 48,422 | $1 million | +1911% | 13F |
| KENNEDY CAPITAL MANAGEMENT LLC | 42,732 | $1 million | -4% | 13F |
| BANK OF AMERICA CORP /DE/ | 39,688 | $1 million | +148% | 13F |
| Nuveen, LLC | 39,464 | $1 million | +0% | 13F |
| XTX Topco Ltd | 38,845 | $1 million | New | 13F |
| HB Wealth Management, LLC | 38,111 | $1 million | -1% | 13F |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 35,622 | $956,451 | New | 13F |
| SALZHAUER MICHAEL | 33,046 | $887,285 | +0% | 13F |
| MILLENNIUM MANAGEMENT LLC | 32,027 | $859,925 | +50% | 13F |
| Quadrature Capital Ltd | 29,969 | $804,668 | New | 13F |
| OCCUDO QUANTITATIVE STRATEGIES LP | 29,110 | $781,604 | +179% | 13F |
| D. E. Shaw & Co., Inc. | 26,090 | $700,517 | New | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24,189 | $649,475 | 0% | 13F |
| Bank of New York Mellon Corp | 21,375 | $573,919 | +4% | 13F |
| Russell Investments Group, Ltd. | 17,405 | $466,950 | +3019% | 13F |
| Jump Financial, LLC | 15,800 | $424,230 | New | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 14,909 | $400,307 | +0% | 13F |
| Man Group plc | 14,767 | $396,494 | New | 13F |
| MARSHALL WACE, LLP | 14,128 | $379,337 | -42% | 13F |
| Centiva Capital, LP | 12,868 | $345,506 | +54% | 13F |
| WINTON GROUP Ltd | 11,681 | $313,635 | New | 13F |
| SEI INVESTMENTS CO | 11,665 | $313,205 | -46% | 13F |
| Squarepoint Ops LLC | 10,941 | $293,766 | New | 13F |
| FRANKLIN RESOURCES INC | 10,395 | $279,106 | -5% | 13F |
| Schonfeld Strategic Advisors LLC | 9,962 | $267,478 | New | 13F |
| Walleye Capital LLC | 9,735 | $261,385 | New | 13F |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9,441 | $253,491 | New | 13F |
| ALGERT GLOBAL LLC | 8,303 | $222,936 | New | 13F |
| WELLS FARGO & COMPANY/MN | 8,281 | $222,345 | +32% | 13F |
| RHUMBLINE ADVISERS | 8,018 | $215,279 | +50% | 13F |
| DEUTSCHE BANK AG\ | 8,012 | $215,122 | +135% | 13F |
| ELCO Management Co., LLC | 7,935 | $213,055 | -34% | 13F |
| Y-Intercept (Hong Kong) Ltd | 7,919 | $212,625 | New | 13F |
| BARCLAYS PLC | 7,793 | $209,243 | +36% | 13F |
| OSAIC HOLDINGS, INC. | 7,780 | $208,899 | +0% | 13F |
| EP Wealth Advisors, LLC | 7,564 | $203,093 | New | 13F |
| MetLife Investment Management, LLC | 5,356 | $143,809 | +0% | 13F |
| Daytona Street Capital LLC | 5,000 | $133,054 | +0% | 13F |
| CITIGROUP INC | 4,041 | $108,501 | +835% | 13F |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,784 | $101,600 | -12% | 13F |
| UBS Group AG | 3,639 | $97,707 | +16% | 13F |
| Vanguard Global Advisers, LLC | 2,962 | $79,530 | +0% | 13F |
| Rockefeller Capital Management L.P. | 2,353 | $63,179 | +47% | 13F |
| PNC Financial Services Group, Inc. | 2,125 | $57,056 | New | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,900 | $51,015 | +0% | 13F |
| Police & Firemen's Retirement System of New Jersey | 1,730 | $46,450 | +0% | 13F |
| Tower Research Capital LLC (TRC) | 1,053 | $28,273 | +86% | 13F |
| Legal & General Group Plc | 789 | $21,185 | +0% | 13F |
| Ameritas Investment Partners, Inc. | 752 | $20,191 | +0% | 13F |
| ROYAL BANK OF CANADA | 733 | $20,000 | +166% | 13F |
| Arax Advisory Partners | 221 | $5,934 | +689% | 13F |
| ACADIAN ASSET MANAGEMENT LLC | 173,846 | $4,659 | +139% | 13F |
| Sterling Capital Management LLC | 166 | $4,457 | -39% | 13F |
| IFP Advisors, Inc | 157 | $4,215 | +685% | 13F |
| GAMMA Investing LLC | 152 | $4,081 | +28% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 113 | $3,034 | -78% | 13F |
| Integrated Wealth Concepts LLC | 99 | $2,661 | New | 13F |
| Allworth Financial LP | 90 | $2,417 | +309% | 13F |
| ROTHSCHILD INVESTMENT LLC | 64 | $1,718 | +100% | 13F |
| HRT FINANCIAL LP | 43,819 | $1,176 | New | 13F |
| EverSource Wealth Advisors, LLC | 32 | $860 | +146% | 13F |
| Essential Partners LLC | 24 | $644 | +118% | 13F |
| FMR LLC | 23 | $618 | +1050% | 13F |
| Basecamp Wealth Advisors LLC | 18 | $483 | +29% | 13F |
| True Wealth Design, LLC | 10 | $269 | +400% | 13F |
| Caitong International Asset Management Co., Ltd | 10 | $268 | New | 13F |
| Virtu Financial LLC | 9,320 | $250 | New | 13F |
| Farther Finance Advisors, LLC | 4 | $107 | +33% | 13F |
| SJS Investment Consulting Inc. | 1 | $27 | New | 13F |
Questions and answers
- How many institutions hold CoastalSouth Bancshares, Inc.?
- 101 managers reported CoastalSouth Bancshares, Inc. on Form 13F for the quarter ended 30 June 2026, against 83 the quarter before.
- Who is the largest institutional holder of CoastalSouth Bancshares, Inc.?
- Patriot Financial Partners GP II, L.P., with 691,367 shares worth $19 million on its 13F for Q2 2026.
- How many institutions bought or sold out of CoastalSouth Bancshares, Inc. in Q2 2026?
- 24 managers reported a new position and 6 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds CoastalSouth Bancshares, Inc., Q2 2026", https://app.tamarly.ai/holders/coastalsouth-bancshares, built from SEC EDGAR.
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