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COSO
CoastalSouth Bancshares, Inc.• Banking
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
15
Partial Q3 2026
Total 13F value
$2.7M
Filed positions so far
New positions
3
This quarter
Sold positions
1
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Hb Wealth Management, Llc | $1M | 38.5K | 0.01% | +1.1% |
Salzhauer Michael | $866K | 33.0K | 0.35% | Unchanged |
Y-Intercept (Hong Kong) Ltd | $460K | 17.5K | 0.01% | +121.6% |
Elco Management Co., Llc | $208K | 7.9K | 0.10% | Unchanged |
Daytona Street Capital Llc | $135K | 5.0K | 0.10% | Unchanged |
Gamma Investing Llc | $6K | 246 | 0.00% | +61.8% |
Sterling Capital Management Llc | $5K | 173 | 0.00% | +4.2% |
Ifp Advisors, Inc | $5K | 172 | 0.00% | +9.6% |
Sjs Investment Consulting Inc. | $2K | 87 | 0.00% | +8600.0% |
Essential Partners Llc | $996 | 38 | 0.00% | +58.3% |
Root Financial Partners, Llc | $891 | 34 | 0.00% | New Position |
Farther Finance Advisors, Llc | $472 | 18 | 0.00% | +350.0% |
True Wealth Design, Llc | $446 | 17 | 0.00% | +70.0% |
Parkside Financial Bank & Trust | $394 | 15 | 0.00% | New Position |
Gk Wealth Management Llc | $158 | 6 | 0.00% | New Position |