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CoastalSouth Bancshares, Inc.

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Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

CoastalSouth Bancshares, Inc.

CIK 0001297107COSO· quarter ending 2026-06-30
Shares outstanding
11,954,446
as of 2026-08-05 · 10-Q cover page, filed 2026-08-07
Held by 13F filers
7,016,271
58.7% of shares outstanding
Holders
100
+17 vs 2026-03-31 · 23 new, 6 exited
Value
$187.6M
shares -4.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-05)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockCOSO · NYSE11,954,4467,016,27158.7%10019058X207

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
19058X207COM NEW1007,016,27111,954,44658.7%$187.6M—13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (100 of 100 · 19058X207)

change vs 2026-03-31
#FilerShares% of classValueChange
1Patriot Financial Partners GP II, L.P.691,3675.78%$18.6M-467,844 (-40.4%)
2BlackRock, Inc.584,1984.89%$15.7M+92,165 (+18.7%)
3TWO SIGMA INVESTMENTS, LP408,4893.42%$11.0M+308,434 (+308.3%)
4VANGUARD CAPITAL MANAGEMENT LLC395,0933.30%$10.6M-11,334 (-2.8%)
5North Reef Capital Management LP370,9823.10%$10.0M+50,000 (+15.6%)
6Berkeley Capital Partners, LLC356,3902.98%$9.6M-4,172 (-1.2%)
7ALLIANCEBERNSTEIN L.P.347,5462.91%$8.5M-50,027 (-12.6%)
8MENDON CAPITAL ADVISORS CORP267,2322.24%$7.2M-62,511 (-19.0%)
9Curi Capital, LLC250,0012.09%$6.7M-52,950 (-17.5%)
10Fourthstone LLC225,2111.88%$6.1M-875,293 (-79.5%)
11RAFFLES ASSOCIATES LP224,2761.88%$6.0M+102,995 (+84.9%)
12GEODE CAPITAL MANAGEMENT, LLC196,3401.64%$5.3M+5,090 (+2.7%)
13EJF Capital LP192,6761.61%$5.2M—
14STATE STREET CORP188,3611.58%$5.1M+61,921 (+49.0%)
15ACADIAN ASSET MANAGEMENT LLC173,8461.45%$4.7M+101,107 (+139.0%)
16Qube Research & Technologies Ltd127,2131.06%$3.4MNEW
17MORGAN STANLEY108,9310.91%$2.9M+80,983 (+289.8%)
18KLCM Advisors, Inc.107,6170.90%$2.9M—
19GOLDMAN SACHS GROUP INC91,5280.77%$2.5M-166,611 (-64.5%)
20Bleakley Financial Group, LLC90,3070.76%$2.4M+2,171 (+2.5%)
21CITADEL ADVISORS LLC88,9470.74%$2.4MNEW
22BANC FUNDS CO LLC85,7150.72%$2.3M—
23FIRST MANHATTAN CO. LLC.77,6380.65%$2.1M—
24Elizabeth Park Capital Advisors, Ltd.75,7400.63%$2.0M—
25AQR CAPITAL MANAGEMENT LLC70,1770.59%$1.9M+25,210 (+56.1%)
26NORTHERN TRUST CORP65,9710.55%$1.8M+1,532 (+2.4%)
27Point72 Asset Management, L.P.63,5490.53%$1.7MNEW
28Trexquant Investment LP63,3240.53%$1.7M+33,252 (+110.6%)
29VANGUARD PORTFOLIO MANAGEMENT LLC59,9730.50%$1.6M+6,544 (+12.2%)
30JPMORGAN CHASE & CO59,7920.50%$1.6M+56,060 (+1502.1%)
31VANGUARD FIDUCIARY TRUST CO53,0470.44%$1.4M-177 (-0.3%)
32JANE STREET GROUP, LLC50,3450.42%$1.4MNEW
33BNP PARIBAS FINANCIAL MARKETS48,4220.41%$1.3M+46,014 (+1910.9%)
34HRT FINANCIAL LP43,8190.37%$1.2MNEW
35KENNEDY CAPITAL MANAGEMENT LLC42,7320.36%$1.1M-1,755 (-3.9%)
36BANK OF AMERICA CORP /DE/39,6880.33%$1.1M+23,674 (+147.8%)
37Nuveen, LLC39,4640.33%$1.1M—
38XTX Topco Ltd38,8450.32%$1.0MNEW
39HB Wealth Management, LLC38,1110.32%$1.0M-532 (-1.4%)
40ARROWSTREET CAPITAL, LIMITED PARTNERSHIP35,6220.30%$956KNEW
41SALZHAUER MICHAEL33,0460.28%$887K—
42MILLENNIUM MANAGEMENT LLC32,0270.27%$860K+10,714 (+50.3%)
43Quadrature Capital Ltd29,9690.25%$805KNEW
44OCCUDO QUANTITATIVE STRATEGIES LP29,1100.24%$782K+18,685 (+179.2%)
45D. E. Shaw & Co., Inc.26,0900.22%$701KNEW
46CHARLES SCHWAB INVESTMENT MANAGEMENT INC24,1890.20%$649K-24 (-0.1%)
47Bank of New York Mellon Corp21,3750.18%$574K+784 (+3.8%)
48Russell Investments Group, Ltd.17,4050.15%$467K+16,847 (+3019.2%)
49Jump Financial, LLC15,8000.13%$424KNEW
50BRIDGEWAY CAPITAL MANAGEMENT, LLC14,9090.12%$400K—
51Man Group plc14,7670.12%$396KNEW
52MARSHALL WACE, LLP14,1280.12%$379K-10,375 (-42.3%)
53Centiva Capital, LP12,8680.11%$346K+4,535 (+54.4%)
54WINTON GROUP Ltd11,6810.10%$314KNEW
55SEI INVESTMENTS CO11,6650.10%$313K-10,007 (-46.2%)
56Squarepoint Ops LLC10,9410.09%$294KNEW
57FRANKLIN RESOURCES INC10,3950.09%$279K-526 (-4.8%)
58Schonfeld Strategic Advisors LLC9,9620.08%$267KNEW
59Walleye Capital LLC9,7350.08%$261KNEW
60SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC9,4410.08%$253KNEW
61Virtu Financial LLC9,3200.08%$250KNEW
62ALGERT GLOBAL LLC8,3030.07%$223KNEW
63WELLS FARGO & COMPANY/MN8,2810.07%$222K+2,026 (+32.4%)
64RHUMBLINE ADVISERS8,0180.07%$215K+2,667 (+49.8%)
65DEUTSCHE BANK AG\8,0120.07%$215K+4,609 (+135.4%)
66ELCO Management Co., LLC7,9350.07%$213K-4,096 (-34.0%)
67Y-Intercept (Hong Kong) Ltd7,9190.07%$213KNEW
68BARCLAYS PLC7,7930.07%$209K+2,077 (+36.3%)
69OSAIC HOLDINGS, INC.7,7800.07%$209K+15 (+0.2%)
70EP Wealth Advisors, LLC7,5640.06%$203KNEW
71MetLife Investment Management, LLC5,3560.04%$144K—
72Daytona Street Capital LLC5,0000.04%$133K—
73CITIGROUP INC4,0410.03%$109K+3,609 (+835.4%)
74MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,7840.03%$102K-522 (-12.1%)
75UBS Group AG3,6390.03%$98K+490 (+15.6%)
76Vanguard Global Advisers, LLC2,9620.02%$80K—
77Rockefeller Capital Management L.P.2,3530.02%$63K+751 (+46.9%)
78PNC Financial Services Group, Inc.2,1250.02%$57KNEW
79NEW YORK STATE COMMON RETIREMENT FUND1,9000.02%$51K—
80Police & Firemen's Retirement System of New Jersey1,7300.01%$46K—
81Tower Research Capital LLC (TRC)1,0530.01%$28K+488 (+86.4%)
82Legal & General Group Plc7890.01%$21K—
83Ameritas Investment Partners, Inc.7520.01%$20K—
84ROYAL BANK OF CANADA7330.01%$20K+457 (+165.6%)
85Arax Advisory Partners2210.00%$6K+193 (+689.3%)
86Sterling Capital Management LLC1660.00%$4K-106 (-39.0%)
87IFP Advisors, Inc1570.00%$4K+137 (+685.0%)
88GAMMA Investing LLC1520.00%$4K+33 (+27.7%)
89CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1130.00%$3K-393 (-77.7%)
90Allworth Financial LP900.00%$2K+68 (+309.1%)
91ROTHSCHILD INVESTMENT LLC640.00%$2K+32 (+100.0%)
92EverSource Wealth Advisors, LLC320.00%$860+19 (+146.2%)
93Essential Partners LLC240.00%$644+13 (+118.2%)
94FMR LLC230.00%$618+21 (+1050.0%)
95Basecamp Wealth Advisors LLC180.00%$483+4 (+28.6%)
96Covestor Ltd160.00%$0-5 (-23.8%)
97True Wealth Design, LLC100.00%$269+8 (+400.0%)
98Caitong International Asset Management Co., Ltd100.00%$268NEW
99Farther Finance Advisors, LLC40.00%$107+1 (+33.3%)
100SJS Investment Consulting Inc.10.00%$27NEW
Exited since 2026-03-31 (6 filers; largest 6 shown)
ENDEAVOUR CAPITAL ADVISORS INC−241,595
Ghisallo Capital Management LLC−20,000
CWM, LLC−618
MAI Capital Management−80
Root Financial Partners, LLC−17
Sunbelt Securities, Inc.−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
LUBERT IRA MSCHEDULE 13G/A2026-08-182026-08-14572,9824.8%
WYCOFF W KIRKSCHEDULE 13G/A2026-08-182026-08-14572,9824.8%
Patriot Financial Partners Parallel II, L.P.SCHEDULE 13G/A2026-08-182026-08-1459,0440.5%
Patriot Financial Partners II, L.P.SCHEDULE 13G/A2026-08-182026-08-14506,0384.2%
Patriot Financial Partners II Coastal SPV, LLCSCHEDULE 13G/A2026-08-182026-08-14565,0824.7%
Patriot Financial Partners GP II, L.P.SCHEDULE 13G/A2026-08-182026-08-14565,0824.7%
Patriot Financial Partners GP II, LLCSCHEDULE 13G/A2026-08-182026-08-14565,0824.7%
Deutsch James F.SCHEDULE 13G/A2026-08-182026-08-14572,9824.8%
Patriot Financial Manager, L.P.SCHEDULE 13G/A2026-08-182026-08-147,9000.1%
Patriot Financial Manager, LLCSCHEDULE 13G/A2026-08-182026-08-147,9000.1%
LYNCH JAMES JSCHEDULE 13G/A2026-08-182026-08-14572,9824.8%
Fourthstone GP LLCSCHEDULE 13G/A2026-08-142026-06-3062,0660.52%
Fourthstone LLCSCHEDULE 13G/A2026-08-142026-06-30225,2111.87%
Fourthstone Master Opportunity Fund LtdSCHEDULE 13G/A2026-08-142026-06-30163,1451.36%
Fourthstone QP Opportunity Fund LPSCHEDULE 13G/A2026-08-142026-06-3046,9630.39%
L. Phillip Stone, IVSCHEDULE 13G/A2026-08-142026-06-30225,2111.87%
Fourthstone Small-Cap Financials Fund LPSCHEDULE 13G/A2026-08-142026-06-3015,1030.13%
Neal J. WilsonSCHEDULE 13G/A2026-05-282026-03-31192,6761.6%
Emanuel J. FriedmanSCHEDULE 13G/A2026-05-282026-03-31192,6761.6%
EJF Sidecar Fund, Series LLC - Small Financial Equities SeriesSCHEDULE 13G/A2026-05-282026-03-3100%
EJF Financial Services GP, LLCSCHEDULE 13G/A2026-05-282026-03-31192,6761.6%
EJF Financial Services Fund, LPSCHEDULE 13G/A2026-05-282026-03-31192,6761.6%
EJF Capital LPSCHEDULE 13G/A2026-05-282026-03-31192,6761.6%
James J. LynchSCHEDULE 13G/A2026-05-062026-04-29691,3675.8%
JAMES F. DEUTSCHSCHEDULE 13G/A2026-05-062026-04-29691,3675.8%
IRA M. LUBERTSCHEDULE 13G/A2026-05-062026-04-29691,3675.8%
W. Kirk WycoffSCHEDULE 13G/A2026-05-062026-04-29691,3675.8%
EJF Capital LLCSCHEDULE 13G2025-11-132025-07-01930,1718.5%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.