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COSO

CoastalSouth Bancshares

83 hedge funds and large institutions have $179M invested in CoastalSouth Bancshares in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

236% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 11

26% more funds holding

Funds holding: 6683 (+17)

13% more capital invested

Capital invested by funds: $159M → $179M (+$20.2M)

4.56% more ownership

Funds ownership: 57.11%61.67% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
83
Holders Change
+17
Holders Change %
+25.76%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
37
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPGI
1
Patriot Financial Partners GP II
Pennsylvania
$28.5M +$10.7M +440,000 +61%
FL
2
Fourthstone LLC
Missouri
$27.1M +$3.41M +140,707 +15%
BlackRock
3
BlackRock
New York
$12.1M +$4.07M +167,727 +52%
VCM
4
Vanguard Capital Management
Pennsylvania
$9.99M +$9.86M +406,427 New
AllianceBernstein
5
AllianceBernstein
Tennessee
$9.24M -$659K -27,147 -6%
BCP
6
Berkeley Capital Partners
Georgia
$8.87M -$121K -4,994 -1%
MCA
7
Mendon Capital Advisors
Florida
$8.11M +$1.55M +63,955 +24%
NRCM
8
North Reef Capital Management
California
$7.89M +$1.38M +57,082 +22%
CRC
9
Curi RMB Capital
Illinois
$7.45M +$1.44M +59,490 +24%
Goldman Sachs
10
Goldman Sachs
New York
$6.35M +$452K +18,613 +8%
ECA
11
Endeavour Capital Advisors
Connecticut
$5.94M -$2.31M -95,245 -28%
EC
12
EJF Capital
Virginia
$4.74M -$17.9M -737,495 -79%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.7M +$1.07M +44,113 +30%
State Street
14
State Street
Massachusetts
$3.11M +$2.1M +86,557 +217%
RA
15
Raffles Associates
New York
$2.98M
KA
16
KLCM Advisors
Wisconsin
$2.65M
Two Sigma Investments
17
Two Sigma Investments
New York
$2.46M +$2.43M +100,055 New
BFG
18
Bleakley Financial Group
New Jersey
$2.17M +$1.02K +42 +0%
BFC
19
Banc Funds Company
Illinois
$2.11M
First Manhattan
20
First Manhattan
New York
$1.91M
EPCA
21
Elizabeth Park Capital Advisors
Ohio
$1.86M
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$1.78M +$1.46M +60,328 +486%
Northern Trust
23
Northern Trust
Illinois
$1.58M +$486K +20,017 +45%
VPM
24
Vanguard Portfolio Management
Pennsylvania
$1.31M +$1.3M +53,429 New
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$1.31M +$1.29M +53,224 New

COSO Hedge Fund Activity: Q1 2026 in Review

83 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in CoastalSouth Bancshares (COSO) for Q1 2026, worth a combined $179M — up 13% from $159M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new COSO positions and 6 closed out — a net gain of 18 holders — while 37 added to existing stakes and 11 trimmed.

The largest buyer was Patriot Financial Partners GP II, adding an estimated $10.7M. The largest seller was EJF Capital, cutting an estimated $17.9M.

  • 83 institutional investors held CoastalSouth Bancshares (COSO) as of Q1 2026, up from 66 in Q4 2025.
  • Funds reported $179M of CoastalSouth Bancshares stock for Q1 2026, up 13% quarter-over-quarter.
  • 24 funds opened new CoastalSouth Bancshares positions in Q1 2026 and 6 closed out, a net change of +18 holders.
  • The largest CoastalSouth Bancshares buyer in Q1 2026 was Patriot Financial Partners GP II, an estimated $10.7M added.
  • The largest CoastalSouth Bancshares seller in Q1 2026 was EJF Capital, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2026.