CoastalSouth Bancshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FOURTHSTONE LLC | 02/13/2026 | 959.80 K | $22.32 M | 153.82% | 8.33% |
| 02/10/2026 | 719.21 K | $16.72 M | 0.00% | 6.24% | |
| BERKELEY CAPITAL PARTNERS, LLC | 02/05/2026 | 365.56 K | $8.50 M | -4.04% | 2.95% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 336.84 K | $7.83 M | -0.03% | 2.92% |
| BLACKROCK, INC. | 02/12/2026 | 324.31 K | $7.54 B | 29.56% | 2.62% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 243.46 K | $5.66 M | -20.58% | 1.97% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 239.53 K | $5.57 B | -32.14% | 1.93% |
| VANGUARD GROUP INC | 01/29/2026 | 234.07 K | $5.44 B | 58.95% | 1.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 147.14 K | $3.42 B | 12.72% | 1.19% |
| KLCM ADVISORS, INC. | 02/04/2026 | 107.62 K | $2.50 M | 18.95% | 0.87% |
| BLEAKLEY FINANCIAL GROUP, LLC | 02/09/2026 | 88.09 K | $2.05 M | 0.00% | 0.76% |
| BANC FUNDS CO LLC | 02/12/2026 | 85.72 K | $1.99 M | 0.00% | 0.74% |
| MARSHALL WACE, LLP | 02/13/2026 | 52.46 K | $1.22 M | 100.00% | 0.42% |
| CITADEL ADVISORS LLC | 02/17/2026 | 41.56 K | $966.18 M | 100.00% | 0.34% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 40.09 K | $932.05 K | 0.00% | 0.32% |
| STATE STREET CORP | 02/13/2026 | 39.88 K | $927.28 K | 48.24% | 0.32% |
| HB WEALTH MANAGEMENT, LLC | 01/28/2026 | 38.18 K | $887.78 K | 100.00% | 0.31% |
| SALZHAUER MICHAEL | 02/02/2026 | 32.75 K | $761.35 K | 0.00% | 0.26% |
| UBS GROUP AG | 01/29/2026 | 25.17 K | $585.25 M | 184.43% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 20.09 K | $467.05 K | -4.12% | 0.17% |
| MORGAN STANLEY | 02/13/2026 | 21.40 K | $497.50 M | 568.48% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 17.36 K | $403.67 K | 11.42% | 0.15% |
| SEI INVESTMENTS CO | 02/13/2026 | 13.42 K | $312.09 K | 38.78% | 0.12% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 12.41 K | $287.00 K | 100.00% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 12.89 K | $299.69 M | 100.00% | 0.10% |
| BARCLAYS PLC | 02/13/2026 | 11.97 K | $278.33 M | 81.96% | 0.10% |
| ELCO MANAGEMENT CO., LLC | 02/04/2026 | 9.77 K | $227.06 K | -12.14% | 0.08% |
| NUVEEN, LLC | 02/12/2026 | 9.24 K | $214.92 M | 100.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 8.91 K | $207.04 K | 157.30% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7.75 K | $180.19 M | 0.00% | 0.06% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 4.89 K | $104.31 K | 100.00% | 0.04% |
| 01/21/2026 | 5.00 K | $116.25 M | 100.00% | 0.04% | |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 3.94 K | $91.56 M | -41.42% | 0.03% |
| RHUMBLINE ADVISERS | 02/13/2026 | 3.75 K | $87.14 M | -9.71% | 0.03% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.51 K | $58.41 K | -17.96% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 1.90 K | $44.18 K | 0.00% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.73 K | $40.22 K | 100.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 1.27 K | $29.50 M | -40.62% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 645 | $15.00 M | -70.76% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 541 | $12.58 K | -20.79% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 396 | $9.21 K | 0.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 386 | $8.98 K | 0.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 285 | $6.63 K | 0.71% | 0.00% |
| CWM, LLC | 01/26/2026 | 219 | $5.00 K | 100.00% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 172 | $4.00 K | 14.67% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 124 | $2.88 K | 129.63% | 0.00% |
| COVESTOR LTD | 02/06/2026 | 75 | $2.00 K | 100.00% | 0.00% |
| GAMMA INVESTING LLC | 01/05/2026 | 60 | $1.40 M | 100.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 20 | $465.00 K | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 11 | $256.00 K | 100.00% | 0.00% |
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CoastalSouth Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of CoastalSouth Bancshares Inc. The most heavily invested institutionals were:
Fourthstone LLC: 959,797
Berkeley Capital Partners, LLC: 365,556
ENDEAVOUR CAPITAL ADVISORS INC: 336,840
BlackRock, Inc.: 324,306
RMB Capital Management, LLC: 243,461
GOLDMAN SACHS GROUP INC: 239,526
22.01% of CoastalSouth Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.85 M shares in the last 24 months. This purchase volume represents approximately $96.61 M in transactions.