Company · Ownership research

CoastalSouth Bancshares, Inc. COSO

CIK 0001297107 · CUSIP 19058X207

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 27 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Patriot Financial Partners GP II, L.P. CIK 2061817 · View history	$15.95M 608,424 shares	5.20%	-82.94K(-12.00%)Reduced	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$7.92M 302,079 shares	0.00%	+105.74K(+53.90%)Added	SEC filing ↗ Nov 6, 2026	▾
03	HB Wealth Management, LLC CIK 1911253 · View history	$1.01M 38,517 shares	0.01%	+406(+1.10%)Added	SEC filing ↗ Oct 23, 2026	▾
04	SALZHAUER MICHAEL CIK 1059543 · View history	$866.47K 33,046 shares	0.37%	0(0.00%)Unchanged	SEC filing ↗ Oct 28, 2026	▾
05	Bank of New York Mellon Corp CIK 1390777 · View history	$578.02K 22,045 shares	0.00%	+670(+3.10%)Added	SEC filing ↗ Nov 5, 2026	▾
06	Russell Investments Group, Ltd. CIK 1692234 · View history	$485.12K 18,449 shares	0.00%	+1.04K(+6.00%)Added	SEC filing ↗ Nov 6, 2026	▾
07	Y-Intercept (Hong Kong) Ltd CIK 1772875 · View history	$460.11K 17,548 shares	0.01%	+9.63K(+121.60%)Added	SEC filing ↗ Oct 16, 2026	▾
08	BARCLAYS PLC CIK 312069 · View history	$219.54K 8,373 shares	0.00%	+580(+7.40%)Added	SEC filing ↗ Nov 6, 2026	▾
09	ELCO Management Co., LLC CIK 1690717 · View history	$208.06K 7,935 shares	0.10%	0(0.00%)Unchanged	SEC filing ↗ Oct 14, 2026	▾
10	DEUTSCHE BANK AG\ CIK 948046 · View history	$184.33K 7,030 shares	0.00%	-982(-12.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
11	Daytona Street Capital LLC CIK 2101936 · View history	$134.55K 5,000 shares	0.10%	0(0.00%)Unchanged	SEC filing ↗ Oct 15, 2026	▾
12	PNC FINANCIAL SERVICES GROUP, INC. CIK 713676 · View history	$55.72K 2,125 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
13	CITIGROUP INC CIK 831001 · View history	$47.51K 1,812 shares	0.00%	-2.23K(-55.20%)Reduced	SEC filing ↗ Nov 4, 2026	▾
14	GAMMA Investing LLC CIK 2010235 · View history	$6.45K 246 shares	0.00%	+94(+61.80%)Added	SEC filing ↗ Oct 8, 2026	▾
15	Sterling Capital Management LLC CIK 1329883 · View history	$4.54K 173 shares	0.00%	+7(+4.20%)Added	SEC filing ↗ Oct 22, 2026	▾
16	IFP Advisors, Inc CIK 1641866 · View history	$4.51K 172 shares	0.00%	+15(+9.60%)Added	SEC filing ↗ Oct 16, 2026	▾
17	Allworth Financial LP CIK 1555170 · View history	$2.42K 90 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
18	SJS Investment Consulting Inc. CIK 1894302 · View history	$2.28K 87 shares	0.00%	+86(+8,600.00%)Added	SEC filing ↗ Oct 26, 2026	▾
19	EverSource Wealth Advisors, LLC CIK 1710537 · View history	$1.68K 64 shares	0.00%	+32(+100.00%)Added	SEC filing ↗ Nov 4, 2026	▾
20	Covestor Ltd CIK 1909846 · View history	$1.00K 20 shares	0.00%	+4(+25.00%)Added	SEC filing ↗ Oct 30, 2026	▾

Showing 20 / 27 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,073,367

Not deduplicated across managers

Disclosed value

$28.15M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

CoastalSouth Bancshares, Inc. · Q3 2026

Explore all 27 reporting institutions.

This page includes 20 of 27 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.