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COSO — COASTALSOUTH BANCSHARES INC

Reported value held$58.29M
Funds holding (latest)26
SectorFinancials
Funds holding (Q2 2026)25
Institutional value$52.85M · 1.97M sh
New / Add / Cut / Exit6 / 14 / 3 / 0
Top-5 / Top-10 concentration70.6% / 88.3%
Institutional holdings change Accumulating +50.2% (+657.93K sh)
Institutional value change Up +64.0%

As of Q2 2026, 25 SEC-registered investment managers reported holding COSO (COASTALSOUTH BANCSHARES INC) in their latest 13F filings, with a combined reported value of $52.85M across 1.97M shares. That is +50.2% by share count (+657.93K shares) versus the previous quarter, while reported value moved +64.0%. Ownership is concentrated: the five largest holders account for 70.6% of reported value and the top ten for 88.3%.

Compared with the prior quarter, 6 opened new positions, 14 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

COSO is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 584.20K $15.69M 0.00% Add
Two Sigma Investments history Q2 2026 408.49K $10.97M 0.01% Add
Vanguard Group history Q4 2025 234.07K $5.44M 0.00% Add
Geode Capital Management history Q2 2026 196.34K $5.27M 0.00% Add
Morgan Stanley history Q2 2026 108.93K $2.92M 0.00% Add
Goldman Sachs Group history Q2 2026 91.53K $2.46M 0.00% Reduce
Citadel Advisors history Q2 2026 88.95K $2.39M 0.00% New
AQR Capital Management history Q2 2026 70.18K $1.88M 0.00% Add
Northern Trust Corp history Q2 2026 65.97K $1.77M 0.00% Add
Point72 Asset Management history Q2 2026 63.55K $1.71M 0.00% New
JPMorgan Chase & Co history Q2 2026 59.79K $1.60M 0.00% New
Bank of America Corp history Q2 2026 39.69K $1.07M 0.00% Add
Arrowstreet Capital history Q2 2026 35.62K $956.45K 0.00% New
Millennium Management history Q2 2026 32.03K $859.92K 0.00% Add
D. E. Shaw & Co history Q2 2026 26.09K $700.52K 0.00% New
Charles Schwab Investment Management history Q2 2026 24.19K $649.48K 0.00% Hold
BNY Mellon history Q2 2026 21.38K $573.92K 0.00% Add
Marshall Wace history Q2 2026 14.13K $379.34K 0.00% Reduce
Franklin Resources history Q2 2026 10.39K $279.11K 0.00% Reduce
Wells Fargo & Co history Q2 2026 8.28K $222.34K 0.00% Add

View all 26 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc 250.32K 324.31K 492.03K 584.20K
Two Sigma Investments — — 100.06K 408.49K
Geode Capital Management 130.53K 147.14K 191.25K 196.34K
Morgan Stanley 3.20K 21.40K 27.95K 108.93K
Goldman Sachs Group 352.95K 239.53K 258.14K 91.53K
Citadel Advisors — 41.56K — 88.95K
AQR Capital Management — — 44.97K 70.18K
Northern Trust Corp 42.01K 44.42K 64.44K 65.97K
Point72 Asset Management — — — 63.55K
JPMorgan Chase & Co 3.06K 2.51K — 59.79K
Bank of America Corp 6.72K 3.94K 16.01K 39.69K
Arrowstreet Capital — — — 35.62K
Millennium Management 19.81K — 21.31K 32.03K
D. E. Shaw & Co — — — 26.09K
Charles Schwab Investment Management 15.58K 17.36K 24.21K 24.19K
BNY Mellon 20.95K 20.09K 20.59K 21.38K
Marshall Wace — 52.46K 24.50K 14.13K
Franklin Resources — — 10.92K 10.39K
Wells Fargo & Co 3.46K 8.90K 6.25K 8.28K
Deutsche Bank AG 4.95K — 3.40K 8.01K

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