Who owns CoastalSouth Bancshares, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Patriot Financial Partners II, L.P.: 4.2% · 506,038 shares — Patriot Financial Partners II Coastal SPV, LLC: 4.7% · 565,082 shares — Patriot Financial Partners Parallel II, L.P.: 0.5% · 59,044 shares
Fourthstone LLC: 1.9% · 225,211 shares — Fourthstone Master Opportunity Fund Ltd: 1.4% · 163,145 shares — Fourthstone GP LLC: 0.5% · 62,066 shares
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Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of CoastalSouth Bancshares, Inc. they hold. Together these 109 managers report 64.39% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | $18.6M | 691,367 | 4.74% | 5.78% | June 30, 2026 |
| BlackRock, Inc. | $15.7M | 584,198 | 0.00% | 4.89% | June 30, 2026 |
107 more institutional holders behind a free account
See every manager reporting CoastalSouth Bancshares, Inc., how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 85 funds hold 12.03% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $7.98M | 0.00% | 2.49% | June 30, 2026 |
| RMB Mendon Financial Services Fund | $6.71M | 2.60% | 2.09% | June 30, 2026 |
83 more funds behind a free account
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