COSO · NYSE · Banks - Regional

CoastalSouth Bancshares (COSO)

Combines Southeast branch banking with national senior housing, marine, and mortgage-finance lending.

$27.35
Pre-market+0.18 (+0.66%)
At close$27.17(−0.07%)

Breakdown13F · 13D/G · Form 4

Institutions83 holders · as of Mar 31, 202660.73%7.31M shares
Insiders15 holders · as of Aug 31, 202611.61%1.40M shares
Otherremainder27.66%3.33M shares

12.04M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Patriot Financial Partners GP Ii, L.P.Institution
9.63%1.16M13Fas of Mar 31, 2026
Fourthstone LLCInstitution
9.14%1.10M13Fas of Mar 31, 2026
Patriot Financial Partners II, L.P.Institution
5.09%612,05313Gfiled May 6, 2026
BlackRock, Inc.Institution
4.09%492,03313Fas of Mar 31, 2026
Joseph V. Jr. TopperInsiderdirector
4.01%483,126Form 4filed Jul 7, 2025
Vanguard Capital Management LLCInstitution
3.38%406,42713Fas of Mar 31, 2026
AllianceBernstein L.P.Institution
3.30%397,57313Fas of Mar 31, 2026
Berkeley Capital Partners, LLCInstitution
3.00%360,56213Fas of Mar 31, 2026
Mendon Capital Advisors CorpInstitution
2.74%329,74313Fas of Mar 31, 2026
North Reef Capital Management LPInstitution
2.67%320,98213Fas of Mar 31, 2026
RMB Capital Management, LLCInstitution
2.52%302,95113Fas of Mar 31, 2026
Goldman Sachs Group IncInstitution
2.14%258,13913Fas of Mar 31, 2026
Endeavour Capital Advisors IncInstitution
2.01%241,59513Fas of Mar 31, 2026
James S. MacleodInsiderdirector
1.67%201,251Form 4filed Jul 7, 2025
Ejf Capital LLCInstitution
1.60%192,67613Fas of Mar 31, 2026
Geode Capital Management, LLCInstitution
1.59%191,25013Fas of Mar 31, 2026
James N. Jr. RichardsonInsiderdirector
1.43%172,263Form 4filed Jul 7, 2025
Stephen R. StoneInsiderdirector, officer: PRESIDENT AND CEO
1.14%137,193Form 4filed Apr 29, 2026
State Street CorpInstitution
1.05%126,44013Fas of Mar 31, 2026
Raffles Associates LPInstitution
1.01%121,28113Fas of Mar 31, 2026
Anthony P. ValdugaInsiderofficer: CFO AND COO
0.93%112,039Form 4filed May 6, 2026
KLCM Advisors, Inc.Institution
0.89%107,61713Fas of Mar 31, 2026
Two Sigma Investments, LPInstitution
0.83%100,05513Fas of Mar 31, 2026
Bleakley Financial Group, LLCInstitution
0.73%88,13613Fas of Mar 31, 2026
Banc Funds Co LLCInstitution
0.71%85,71513Fas of Mar 31, 2026

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

83 holders · 7.31M shares · 24 new positions · 61 increased · 11 reduced · 7 closed

HolderShares% outstandingChg q/qFiled
Patriot Financial Partners GP Ii, L.P.1.16M9.63%+440.0KMay 6, 2026
Fourthstone LLC1.10M9.14%+140.7KMay 15, 2026
BlackRock, Inc.492.0K4.09%+167.7KMay 13, 2026
Vanguard Capital Management LLC406.4K3.38%+406.4KnewMay 15, 2026
AllianceBernstein L.P.397.6K3.30%−27.1KMay 15, 2026
Berkeley Capital Partners, LLC360.6K3.00%−5.0KMay 7, 2026
Mendon Capital Advisors Corp329.7K2.74%+64.0KMay 15, 2026
North Reef Capital Management LP321.0K2.67%+57.1KMay 15, 2026

Ownership statements13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Fourthstone LLC9.18%1.10M13GMay 15, 2026
EJF Capital LLC8.50%930.2K13GNov 13, 2025
Patriot Financial Partners II, L.P.5.10%612.1K13GMay 6, 2026

Insider tradesForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 31, 2026
Ernst W. Brudererdirector
Sale2,000$27.4341,131
Aug 26, 2026
Ernst W. Brudererdirector
Sale2,000$27.5043,131
Aug 18, 2026
Ernst W. Brudererdirector
Sale1,000$27.8945,131
Aug 12, 2026
Ernst W. Brudererdirector
Sale1,000$27.5646,131
May 6, 2026
Anthony P. Valdugaofficer: CFO AND COO
Sale4,558$25.8486,115
Mar 9, 2026
Stephen R. Stonedirector, officer: PRESIDENT AND CEO
Purchase200$24.15120,385
Feb 10, 2026
Michael B. Highdirector
Purchase1,500$25.141,500

CongressHouse and Senate disclosures

Not reported.