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Disclosery

COSO COASTALSOUTH BANCSHARES INC

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COMMON STOCK (common), issuer CIK 1297107

80 managers (83 13F filers) reported a position in COSO shares at 2026-03-31, 7,309,439 shares in all. 20 filers opened a position and 6 filers sold out during the quarter.

Managers
80
13F filers
83
New
20
Added
37
Reduced
11
Sold out
6
Shares held by filers
7,309,439

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Patriot Financial Partners GP II, L.P.1,159,211$28.5M7.34%+440,00013F-HRTimeline
Fourthstone LLC1,100,504$27.1M4.59%+140,70713F-HRTimeline
VANGUARD GROUP INCgroup of 4 filers holding516,042$12.7MnewTimeline
BlackRock, Inc.in group BlackRock, Inc.492,033$12.1M<0.01%+167,72713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.397,573$9.24M<0.01%-27,14713F-HRTimeline
Berkeley Capital Partners, LLC360,562$8.87M2.06%-4,99413F-HRTimeline
MENDON CAPITAL ADVISORS CORP329,743$8.11M3.14%+63,95513F-HRTimeline
North Reef Capital Management LP320,982$7.89M0.27%+57,08213F-HRTimeline
Curi Capital, LLC302,951$7.45M0.13%+59,49013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC258,139$6.35M<0.01%+18,61313F-HRTimelineGroup
ENDEAVOUR CAPITAL ADVISORS INC241,595$5.94M1.35%-95,24513F-HRTimeline
EJF Capital LP192,676$4.74M3.34%-737,49513F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC191,250$4.7M<0.01%+44,11313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP126,440$3.11M<0.01%+86,55713F-HRTimelineGroup
RAFFLES ASSOCIATES LP121,281$2.98M2.59%013F-HRTimeline
KLCM Advisors, Inc.107,617$2.65M0.23%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP100,055$2.46M<0.01%new13F-HRTimelineGroup
Bleakley Financial Group, LLC88,136$2.17M0.03%+4213F-HRTimeline
BANC FUNDS CO LLC85,715$2.11M0.39%013F-HRTimeline
FIRST MANHATTAN CO. LLC.77,638$1.91M0.01%013F-HRTimeline
Elizabeth Park Capital Advisors, Ltd.75,740$1.86M1.43%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC72,739$1.78M<0.01%+60,32813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP64,439$1.58M<0.01%+20,01713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC44,967$1.11M<0.01%new13F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC44,487$1.09M0.02%+4,39913F-HRTimeline
Nuveen, LLCin group TIAA39,464$970K<0.01%+30,22013F-HRTimelineGroup
HB Wealth Management, LLC38,643$950K0.01%+45913F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL33,046$813K0.38%+30013F-HRTimelineGroup
Trexquant Investment LP30,072$739K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27,948$687K<0.01%+6,55013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP24,503$603K<0.01%-27,95813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co24,213$595K<0.01%+6,85113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,672$533K<0.01%+8,24913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC21,313$524K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp20,591$506K<0.01%+50313F-HRTimelineGroup
Ghisallo Capital Management LLC20,000$492K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,014$394K<0.01%+12,07613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC14,909$367K0.01%new13F-HRTimeline
ELCO Management Co., LLC12,031$296K0.14%+2,26513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,921$269K<0.01%new13F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP10,425$266K0.01%new13F-HRTimeline
Centiva Capital, LP8,333$205K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,765$191K<0.01%+1513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,255$154K<0.01%-2,65013F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,716$141K<0.01%-6,25513F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…5,356$132K<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS5,351$132K<0.01%+1,60313F-HRTimeline
Daytona Street Capital LLC5,000$125K0.1%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,306$106K<0.01%+1,78313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,732$90.7K<0.01%+1,22013F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,403$83.7K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,149$77.4K<0.01%-22,02313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,408$59.2K<0.01%+1,13913F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND1,900$46.7K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…1,730$42.5K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,602$39.4K<0.01%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc789$19.4K<0.01%+39313F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…752$18.5K<0.01%+36613F-HRTimelineGroup
CWM, LLCin group CWM, LLC618$15.2K<0.01%+39913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…565$13.9K<0.01%+2413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…558$13.7K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…506$12.4K<0.01%+17213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC432$10.6K<0.01%+30813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA276$7K<0.01%-36913F-HRTimelineGroup
Sterling Capital Management LLC272$6.69K<0.01%-1313F-HRTimeline
GAMMA Investing LLC119$2.93K<0.01%+5913F-HRTimeline
MAI Capital Management80$1.97K<0.01%+7713F-HRTimeline
Covestor Ltd21$1K<0.01%-5413F-HRTimeline
ROTHSCHILD INVESTMENT LLC32$787<0.01%new13F-HRTimeline
Arax Advisory Partners28$689<0.01%new13F-HRTimeline
Allworth Financial LP22$541<0.01%new13F-HRTimeline
IFP Advisors, Inc20$492<0.01%013F-HRTimeline
Root Financial Partners, LLC17$418<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC14$344<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13$319<0.01%+213F-HR/ATimelineGroup
Essential Partners LLC11$270<0.01%+313F-HRTimeline
Farther Finance Advisors, LLC3$74<0.01%new13F-HRTimeline
True Wealth Design, LLC2$50<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2$49<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.1$25<0.01%new13F-HRTimeline