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Coastal South Bancshares Inc (COSO)

CUSIP: 19058X207 | NYSE | Financial Services · Banks - Regional | Micro Cap | 114 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ADeutsch James F.
with Patriot Financial Partners GP II, L.P., Patriot Financial Partners II Coastal SPV, LLC, Patriot Financial Partners GP II, LLC, +4 more
572,9824.8%Newly reportedAug 14, 2026No 13F filer matched
13G/ADeutsch James F.572,982
4.8% of class · Aug 14, 2026Newly reported
with Patriot Financial Partners GP II, L.P., Patriot Financial Partners II Coastal SPV, LLC, Patriot Financial Partners GP II, LLC, +4 more
No 13F filer matched

Institutional Holders — Q3 2026

Patriot Financial Partners GP II, L.P.608,424
5.2% of portfolio›$16.0M
HB Wealth Management, LLC38,517
0.0% of portfolio›$1.0M
Salzhauer Michael33,046
0.3% of portfolio›$866.5K
Bank of New York Mellon Corp22,045
0.0% of portfolio›$578.0K
Y-Intercept (Hong Kong) Ltd17,548
0.0% of portfolio›$460.1K
Elco Management Co., LLC7,935
0.1% of portfolio›$208.1K
Daytona Street Capital LLC5,000
0.1% of portfolio›$134.6K
Citigroup Inc1,812
0.0% of portfolio›$47.5K
Gamma Investing LLC246
0.0% of portfolio›$6.5K
Sterling Capital Management LLC173
0.0% of portfolio›$4.5K
IFP Advisors, Inc172
0.0% of portfolio›$4.5K
SJS Investment Consulting Inc.87
0.0% of portfolio›$2.3K
EverSource Wealth Advisors, LLC64
0.0% of portfolio›$1.7K
Essential Partners LLC38
0.0% of portfolio›$996
Root Financial Partners, LLC34
0.0% of portfolio›$891
Covestor Ltd20
0.0% of portfolio›$1
Farther Finance Advisors, LLC18
0.0% of portfolio›$472
True Wealth Design, LLC17
0.0% of portfolio›$446
Parkside Financial Bank & Trust15
0.0% of portfolio›$394
GK Wealth Management LLC6
0.0% of portfolio›$158
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$105
StyleTurnoverLocationFiled
Patriot Financial Partners GP II, L.P.
608,424$16.0M5.2%Deep ValueVery LowRadnor, PA2026-11-04
HB Wealth Management, LLC
38,517$1.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Salzhauer Michael
33,046$866.5K0.3%GARPLowNew York, NY2026-10-28
Bank of New York Mellon Corp
22,045$578.0K0.0%CoreLowNew York, NY2026-11-05
Y-Intercept (Hong Kong) Ltd
17,548$460.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Elco Management Co., LLC
7,935$208.1K0.1%CoreLowNew York, NY2026-10-14
Daytona Street Capital LLC
5,000$134.6K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Citigroup Inc
1,812$47.5K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
246$6.5K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
173$4.5K0.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
172$4.5K0.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
87$2.3K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
64$1.7K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
38$9960.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
34$8910.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
20$10.0%ValueHighLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
18$4720.0%IndexLowSan Francisco, CA2026-10-08
True Wealth Design, LLC
17$4460.0%ETFMediumAkron, OH2026-10-13
Parkside Financial Bank & Trust
15$3940.0%CoreVery LowSaint Louis, MO2026-10-27
GK Wealth Management LLC
6$1580.0%GARPVery HighReno, NV2026-10-09
Caitong International Asset Management Co., Ltd
4$1050.0%GrowthVery HighHong Kong, South Korea2026-10-29