COASTAL SOUTH BANCSHARES INC COSO
$26.83
-2.6% 52w: $19.32 – $27.56
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data19.3223.4427.56
Jun 20, 2025 Jul 2, 2026
Institutional holders
83
+17 QoQ
13F value
$179.2M
+12.7% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns COSO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. ★3 | Fundamental concentrated | 1.2M | $28.5M | 7.3% | +61.2% |
| Fourthstone LLC ★2 | Fundamental diversified | 1.1M | $27.1M | 4.6% | +14.7% |
| BlackRock, Inc. | Index provider | 492.0K | $12.1M | 0.0% | +51.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 406.4K | $10.0M | 0.0% | — |
| ALLIANCEBERNSTEIN L.P. | Long only active | 397.6K | $9.2M | 0.0% | -6.4% |
| Berkeley Capital Partners, LLC | Wealth advisor | 360.6K | $8.9M | 2.1% | -1.4% |
| MENDON CAPITAL ADVISORS CORP ★3 | Fundamental concentrated | 329.7K | $8.1M | 3.1% | +24.1% |
| North Reef Capital Management LP ★2 | Fundamental concentrated | 321.0K | $7.9M | 0.3% | +21.6% |
| Curi Capital, LLC | Other | 303.0K | $7.4M | 0.1% | +24.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 258.1K | $6.3M | 0.0% | +7.8% |
| ENDEAVOUR CAPITAL ADVISORS INC ★3 | Fundamental concentrated | 241.6K | $5.9M | 1.3% | -28.3% |
| EJF Capital LP | Other | 192.7K | $4.7M | 3.3% | -79.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 191.3K | $4.7M | 0.0% | +30.0% |
| STATE STREET CORP | Index provider | 126.4K | $3.1M | 0.0% | +217.0% |
| RAFFLES ASSOCIATES LP ★3 | Fundamental concentrated | 121.3K | $3.0M | 2.6% | Held |
| KLCM Advisors, Inc. ★2 | Fundamental diversified | 107.6K | $2.6M | 0.2% | Held |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 100.1K | $2.5M | 0.0% | New |
| Bleakley Financial Group, LLC | Wealth advisor | 88.1K | $2.2M | 0.0% | 0.0% |
| BANC FUNDS CO LLC | Other | 85.7K | $2.1M | 0.4% | Held |
| FIRST MANHATTAN CO. LLC. | Other | 77.6K | $1.9M | 0.0% | Held |
| Elizabeth Park Capital Advisors, Ltd. ★2 | Fundamental diversified | 75.7K | $1.9M | 1.4% | Held |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 72.7K | $1.8M | 0.0% | +486.1% |
| NORTHERN TRUST CORP | Index provider | 64.4K | $1.6M | 0.0% | +45.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 53.4K | $1.3M | 0.0% | — |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 53.2K | $1.3M | 0.0% | — |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 45.0K | $1.1M | 0.0% | New |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 44.5K | $1.1M | 0.0% | +11.0% |
| Nuveen, LLC | Diversified mechanical | 39.5K | $970K | 0.0% | +326.9% |
| HB Wealth Management, LLC | Wealth advisor | 38.6K | $950K | 0.0% | +1.2% |
| SALZHAUER MICHAEL ★2 | Fundamental diversified | 33.0K | $813K | 0.4% | +0.9% |
| Trexquant Investment LP | Diversified mechanical | 30.1K | $739K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 27.9K | $687K | 0.0% | +30.6% |
| MARSHALL WACE, LLP | Quant stat arb | 24.5K | $603K | 0.0% | -53.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 24.2K | $595K | 0.0% | +39.5% |
| SEI INVESTMENTS CO | Diversified mechanical | 21.7K | $533K | 0.0% | +61.5% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 21.3K | $524K | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 20.6K | $506K | 0.0% | +2.5% |
| Ghisallo Capital Management LLC | Quant stat arb | 20.0K | $492K | 0.0% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 16.0K | $394K | 0.0% | +306.7% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 14.9K | $367K | 0.0% | New |
| ELCO Management Co., LLC ★2 | Fundamental diversified | 12.0K | $296K | 0.1% | +23.2% |
| FRANKLIN RESOURCES INC | Long only active | 10.9K | $269K | 0.0% | New |
| OCCUDO QUANTITATIVE STRATEGIES LP | Quant stat arb | 10.4K | $266K | 0.0% | New |
| Centiva Capital, LP | Diversified mechanical | 8.3K | $205K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 7.8K | $191K | 0.0% | +0.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.3K | $154K | 0.0% | -29.8% |
| BARCLAYS PLC | Bank broker | 5.7K | $141K | 0.0% | -52.3% |
| MetLife Investment Management, LLC | Insurance | 5.4K | $132K | 0.0% | New |
| RHUMBLINE ADVISERS | Diversified mechanical | 5.4K | $132K | 0.0% | +42.8% |
| Daytona Street Capital LLC | Other | 5.0K | $125K | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding COSO
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD