Coastal South Bancshares Inc (COSO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Patriot Financial Partners GP II, L.P.

DECREASED

Shares608,424 from 691,367

Change-82,943 (-12%)

Value$16.0M (-$2.6M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares302,079 from 196,340

Change+105,739 (+54%)

Value$7.9M (+$2.6M)

Filed 2026-11-06

HB Wealth Management, LLC

INCREASED

Shares38,517 from 38,111

Change+406 (+1%)

Value$1.0M (-$13.4K)

Filed 2026-10-23

Salzhauer Michael

UNCHANGED

Shares33,046 from 33,046

Change0 (0%)

Value$866.5K (-$20.8K)

Filed 2026-10-28

Bank of New York Mellon Corp

INCREASED

Shares22,045 from 21,375

Change+670 (+3%)

Value$578.0K (+$4.1K)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares18,449 from 17,405

Change+1,044 (+6%)

Value$485.1K (+$18.2K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares17,548 from 7,919

Change+9,629 (+122%)

Value$460.1K (+$247.5K)

Filed 2026-10-16

Barclays PLC

INCREASED

Shares8,373 from 7,793

Change+580 (+7%)

Value$219.5K (+$10.3K)

Filed 2026-11-06

Elco Management Co., LLC

UNCHANGED

Shares7,935 from 7,935

Change0 (0%)

Value$208.1K (-$5.0K)

Filed 2026-10-14

Deutsche Bank Ag\

DECREASED

Shares7,030 from 8,012

Change-982 (-12%)

Value$184.3K (-$30.8K)

Filed 2026-11-06

Daytona Street Capital LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$134.6K (+$1.5K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

UNCHANGED

Shares2,125 from 2,125

Change0 (0%)

Value$55.7K (-$1.3K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares1,812 from 4,041

Change-2,229 (-55%)

Value$47.5K (-$61.0K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares246 from 152

Change+94 (+62%)

Value$6.5K (+$2.4K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares173 from 166

Change+7 (+4%)

Value$4.5K (+$79)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares172 from 157

Change+15 (+10%)

Value$4.5K (+$295)

Filed 2026-10-16

Allworth Financial LP

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$2.4K ($0)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares87 from 1

Change+86 (+8600%)

Value$2.3K (+$2.3K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

INCREASED

Shares64 from 32

Change+32 (+100%)

Value$1.7K (+$818)

Filed 2026-11-04

Essential Partners LLC

INCREASED

Shares38 from 24

Change+14 (+58%)

Value$996 (+$352)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares34

Change+34

Value$891

Filed 2026-10-21

Covestor Ltd

INCREASED

Shares20 from 16

Change+4 (+25%)

Value$1 (+$1)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares18 from 4

Change+14 (+350%)

Value$472 (+$365)

Filed 2026-10-08

True Wealth Design, LLC

INCREASED

Shares17 from 10

Change+7 (+70%)

Value$446 (+$177)

Filed 2026-10-13

Parkside Financial Bank & Trust

NEW

Shares15

Change+15

Value$394

Filed 2026-10-27

GK Wealth Management LLC

NEW

Shares6

Change+6

Value$158

Filed 2026-10-09

Caitong International Asset Management Co., Ltd

DECREASED

Shares4 from 10

Change-6 (-60%)

Value$105 (-$163)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 584,198

Change-584,198 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 408,489

Change-408,489 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 395,093

Change-395,093 (-100%)

Value—

North Reef Capital Management LP

N/A

Shares— from 370,982

Change-370,982 (-100%)

Value—

Berkeley Capital Partners, LLC

N/A

Shares— from 356,390

Change-356,390 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 347,546

Change-347,546 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 267,232

Change-267,232 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 250,001

Change-250,001 (-100%)

Value—

Fourthstone LLC

N/A

Shares— from 225,211

Change-225,211 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 192,676

Change-192,676 (-100%)

Value—

State Street Corp

N/A

Shares— from 188,361

Change-188,361 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 173,846

Change-173,846 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 127,213

Change-127,213 (-100%)

Value—

Raffles Associates LP

N/A

Shares— from 112,138

Change-112,138 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 108,931

Change-108,931 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 107,617

Change-107,617 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 91,528

Change-91,528 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 90,307

Change-90,307 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 88,947

Change-88,947 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 85,715

Change-85,715 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 77,638

Change-77,638 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 75,740

Change-75,740 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 70,177

Change-70,177 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 65,971

Change-65,971 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 63,549

Change-63,549 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 63,324

Change-63,324 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 59,973

Change-59,973 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 59,792

Change-59,792 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 53,047

Change-53,047 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 50,345

Change-50,345 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 48,422

Change-48,422 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 43,819

Change-43,819 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 42,732

Change-42,732 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 39,688

Change-39,688 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 39,464

Change-39,464 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 38,845

Change-38,845 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 35,622

Change-35,622 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 32,027

Change-32,027 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 29,969

Change-29,969 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 29,110

Change-29,110 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 26,090

Change-26,090 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 24,189

Change-24,189 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 15,800

Change-15,800 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 14,909

Change-14,909 (-100%)

Value—

Man Group plc

N/A

Shares— from 14,767

Change-14,767 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 14,128

Change-14,128 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 12,868

Change-12,868 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 11,681

Change-11,681 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 11,665

Change-11,665 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 10,941

Change-10,941 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 10,395

Change-10,395 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 9,962

Change-9,962 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 9,735

Change-9,735 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 9,441

Change-9,441 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 9,320

Change-9,320 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 8,303

Change-8,303 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,281

Change-8,281 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 8,018

Change-8,018 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,780

Change-7,780 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 7,564

Change-7,564 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 5,356

Change-5,356 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,784

Change-3,784 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,639

Change-3,639 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,962

Change-2,962 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,353

Change-2,353 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,730

Change-1,730 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,053

Change-1,053 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 789

Change-789 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 752

Change-752 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 733

Change-733 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 221

Change-221 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 113

Change-113 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 64

Change-64 (-100%)

Value—

FMR LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

	Status
Patriot Financial Partners GP II, L.P.	DECREASED	608,424	691,367	-82,943	-12%	$18.6M	$16.0M	-$2.6M	2026-11-04
Geode Capital Management, LLC	INCREASED	302,079	196,340	+105,739	+54%	$5.3M	$7.9M	+$2.6M	2026-11-06
HB Wealth Management, LLC	INCREASED	38,517	38,111	+406	+1%	$1.0M	$1.0M	-$13.4K	2026-10-23
Salzhauer Michael	UNCHANGED	33,046	33,046	0	0%	$887.3K	$866.5K	-$20.8K	2026-10-28
Bank of New York Mellon Corp	INCREASED	22,045	21,375	+670	+3%	$573.9K	$578.0K	+$4.1K	2026-11-05
Russell Investments Group, Ltd.	INCREASED	18,449	17,405	+1,044	+6%	$467.0K	$485.1K	+$18.2K	2026-11-06
Y-Intercept (Hong Kong) Ltd	INCREASED	17,548	7,919	+9,629	+122%	$212.6K	$460.1K	+$247.5K	2026-10-16
Barclays PLC	INCREASED	8,373	7,793	+580	+7%	$209.2K	$219.5K	+$10.3K	2026-11-06
Elco Management Co., LLC	UNCHANGED	7,935	7,935	0	0%	$213.1K	$208.1K	-$5.0K	2026-10-14
Deutsche Bank Ag\	DECREASED	7,030	8,012	-982	-12%	$215.1K	$184.3K	-$30.8K	2026-11-06
Daytona Street Capital LLC	UNCHANGED	5,000	5,000	0	0%	$133.1K	$134.6K	+$1.5K	2026-10-15
PNC Financial Services Group, Inc.	UNCHANGED	2,125	2,125	0	0%	$57.1K	$55.7K	-$1.3K	2026-11-06
Citigroup Inc	DECREASED	1,812	4,041	-2,229	-55%	$108.5K	$47.5K	-$61.0K	2026-11-04
Gamma Investing LLC	INCREASED	246	152	+94	+62%	$4.1K	$6.5K	+$2.4K	2026-10-08
Sterling Capital Management LLC	INCREASED	173	166	+7	+4%	$4.5K	$4.5K	+$79	2026-10-22
IFP Advisors, Inc	INCREASED	172	157	+15	+10%	$4.2K	$4.5K	+$295	2026-10-16
Allworth Financial LP	UNCHANGED	90	90	0	0%	$2.4K	$2.4K	$0	2026-11-06
SJS Investment Consulting Inc.	INCREASED	87	1	+86	+8600%	$27	$2.3K	+$2.3K	2026-10-26
EverSource Wealth Advisors, LLC	INCREASED	64	32	+32	+100%	$860	$1.7K	+$818	2026-11-04
Essential Partners LLC	INCREASED	38	24	+14	+58%	$644	$996	+$352	2026-10-14
Root Financial Partners, LLC	NEW	34	—	+34	—	—	$891	—	2026-10-21
Covestor Ltd	INCREASED	20	16	+4	+25%	$0	$1	+$1	2026-10-30
Farther Finance Advisors, LLC	INCREASED	18	4	+14	+350%	$107	$472	+$365	2026-10-08
True Wealth Design, LLC	INCREASED	17	10	+7	+70%	$269	$446	+$177	2026-10-13
Parkside Financial Bank & Trust	NEW	15	—	+15	—	—	$394	—	2026-10-27
GK Wealth Management LLC	NEW	6	—	+6	—	—	$158	—	2026-10-09
Caitong International Asset Management Co., Ltd	DECREASED	4	10	-6	-60%	$268	$105	-$163	2026-10-29
BlackRock, Inc.	N/A	—	584,198	-584,198	-100%	$15.7M	—	—	—
Two Sigma Investments, LP	N/A	—	408,489	-408,489	-100%	$11.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	395,093	-395,093	-100%	$10.6M	—	—	—
North Reef Capital Management LP	N/A	—	370,982	-370,982	-100%	$10.0M	—	—	—
Berkeley Capital Partners, LLC	N/A	—	356,390	-356,390	-100%	$9.6M	—	—	—
Alliancebernstein L.P.	N/A	—	347,546	-347,546	-100%	$8.5M	—	—	—
Mendon Capital Advisors Corp	N/A	—	267,232	-267,232	-100%	$7.2M	—	—	—
Curi Capital, LLC	N/A	—	250,001	-250,001	-100%	$6.7M	—	—	—
Fourthstone LLC	N/A	—	225,211	-225,211	-100%	$6.1M	—	—	—
EJF Capital LP	N/A	—	192,676	-192,676	-100%	$5.2M	—	—	—
State Street Corp	N/A	—	188,361	-188,361	-100%	$5.1M	—	—	—
Acadian Asset Management LLC	N/A	—	173,846	-173,846	-100%	$4.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	127,213	-127,213	-100%	$3.4M	—	—	—
Raffles Associates LP	N/A	—	112,138	-112,138	-100%	$3.0M	—	—	—
Morgan Stanley	N/A	—	108,931	-108,931	-100%	$2.9M	—	—	—
Klcm Advisors, Inc.	N/A	—	107,617	-107,617	-100%	$2.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	91,528	-91,528	-100%	$2.5M	—	—	—
Bleakley Financial Group, LLC	N/A	—	90,307	-90,307	-100%	$2.4M	—	—	—
Citadel Advisors LLC	N/A	—	88,947	-88,947	-100%	$2.4M	—	—	—
Banc Funds Co LLC	N/A	—	85,715	-85,715	-100%	$2.3M	—	—	—
First Manhattan Co. Llc.	N/A	—	77,638	-77,638	-100%	$2.1M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	75,740	-75,740	-100%	$2.0M	—	—	—
AQR Capital Management LLC	N/A	—	70,177	-70,177	-100%	$1.9M	—	—	—
Northern Trust Corp	N/A	—	65,971	-65,971	-100%	$1.8M	—	—	—
Point72 Asset Management, L.P.	N/A	—	63,549	-63,549	-100%	$1.7M	—	—	—
Trexquant Investment LP	N/A	—	63,324	-63,324	-100%	$1.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	59,973	-59,973	-100%	$1.6M	—	—	—
JPMorgan Chase & Co	N/A	—	59,792	-59,792	-100%	$1.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	53,047	-53,047	-100%	$1.4M	—	—	—
Jane Street Group, LLC	N/A	—	50,345	-50,345	-100%	$1.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	48,422	-48,422	-100%	$1.3M	—	—	—
HRT Financial LP	N/A	—	43,819	-43,819	-100%	$1.2M	—	—	—
Kennedy Capital Management LLC	N/A	—	42,732	-42,732	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	39,688	-39,688	-100%	$1.1M	—	—	—
Nuveen, LLC	N/A	—	39,464	-39,464	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	38,845	-38,845	-100%	$1.0M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	35,622	-35,622	-100%	$956.5K	—	—	—
Millennium Management LLC	N/A	—	32,027	-32,027	-100%	$859.9K	—	—	—
Quadrature Capital Ltd	N/A	—	29,969	-29,969	-100%	$804.7K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	29,110	-29,110	-100%	$781.6K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	26,090	-26,090	-100%	$700.5K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	24,189	-24,189	-100%	$649.5K	—	—	—
Jump Financial, LLC	N/A	—	15,800	-15,800	-100%	$424.2K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	14,909	-14,909	-100%	$400.3K	—	—	—
Man Group plc	N/A	—	14,767	-14,767	-100%	$396.5K	—	—	—
Marshall Wace, LLP	N/A	—	14,128	-14,128	-100%	$379.3K	—	—	—
Centiva Capital, LP	N/A	—	12,868	-12,868	-100%	$345.5K	—	—	—
Winton Group Ltd	N/A	—	11,681	-11,681	-100%	$313.6K	—	—	—
SEI Investments Co	N/A	—	11,665	-11,665	-100%	$313.2K	—	—	—
Squarepoint Ops LLC	N/A	—	10,941	-10,941	-100%	$293.8K	—	—	—
Franklin Resources Inc	N/A	—	10,395	-10,395	-100%	$279.1K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	9,962	-9,962	-100%	$267.5K	—	—	—
Walleye Capital LLC	N/A	—	9,735	-9,735	-100%	$261.4K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	9,441	-9,441	-100%	$253.5K	—	—	—
Virtu Financial LLC	N/A	—	9,320	-9,320	-100%	$250.0K	—	—	—
Algert Global LLC	N/A	—	8,303	-8,303	-100%	$222.9K	—	—	—
Wells Fargo & Company	N/A	—	8,281	-8,281	-100%	$222.3K	—	—	—
Rhumbline Advisers	N/A	—	8,018	-8,018	-100%	$215.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,780	-7,780	-100%	$208.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	7,564	-7,564	-100%	$203.1K	—	—	—
MetLife Investment Management, LLC	N/A	—	5,356	-5,356	-100%	$143.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,784	-3,784	-100%	$101.6K	—	—	—
UBS Group AG	N/A	—	3,639	-3,639	-100%	$97.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,962	-2,962	-100%	$79.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,353	-2,353	-100%	$63.2K	—	—	—
New York State Common Retirement Fund	N/A	—	1,900	-1,900	-100%	$51.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,730	-1,730	-100%	$46.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,053	-1,053	-100%	$28.3K	—	—	—
Legal & General Group Plc	N/A	—	789	-789	-100%	$21.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	752	-752	-100%	$20.2K	—	—	—
Royal Bank of Canada	N/A	—	733	-733	-100%	$20.0K	—	—	—
Arax Advisory Partners	N/A	—	221	-221	-100%	$5.9K	—	—	—
California State Teachers Retirement System	N/A	—	113	-113	-100%	$3.0K	—	—	—
Rothschild Investment LLC	N/A	—	64	-64	-100%	$1.7K	—	—	—
FMR LLC	N/A	—	23	-23	-100%	$618	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	18	-18	-100%	$483	—	—	—

Showing 103 of 103 institutions