$COSO

$27.75 +$0.17 (0.62%) Close

$COSO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 12.0M shares outstanding

Who owns COSO?

By type of holder

Institutions 57.6% Insiders 12.0% Everyone else 30.4%

Concentration Top 10 holders own 34.8%

Patriot Financial Partners GP II, L.P. 5.8% · Fourthstone LLC 1.9%

Institutional ownership

57.6%

-3.4 pts vs last qtr

Institutional holders

+16 vs last qtr

Net shares bought

−410.7K

by institutions in Q2 2026

New / sold out

22 / 6

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Two Sigma Investments, LP +308.4K
Qube Research & Technologies Ltd NEW +127.2K

Biggest sellers in Q2 2026

Fourthstone LLC −875.3K
Patriot Financial Partners GP II, L.P. −467.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$333K

5 notices from 1 person

Shares covered

12.0K

0.10% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Bruderer Ernst W. Director $333K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+10.0%

+10.02% a year

Each share's claim on the business

−9.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$69K vs —

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years1% 3–5 years0% 1–3 years5% Under 1 year94%

Quarterly turnover

24.4%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting COSO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PF Patriot Financial Partners GP II, L.P.	691.4K	5.78%	−467.8K (−40.4%)	Q3 '25	4.7%
Shares held by quarter Peak holding1.2M (Q1'26) Change over 8 quarters+691.4K Share of the company5.780% Patriot Financial Partners GP II, L.P.'s full portfolio →
F Fourthstone LLC	225.2K	1.88%	−875.3K (−79.5%)	Q3 '25	4.3%
Shares held by quarter Peak holding1.1M (Q1'26) Change over 8 quarters+225.2K Share of the company1.880% Fourthstone LLC's full portfolio →

Patriot Financial Partners GP II, L.P.

691.4K

% of company

5.78%

Change vs last qtr

−467.8K (−40.4%)

Held since

Q3 '25

Fourthstone LLC

225.2K

% of company

1.88%

Change vs last qtr

−875.3K (−79.5%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding CoastalSouth Bancshares Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting COSO on Form N-PORT; together they hold 12.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$7.98M	297.3K	2.49%	0.00%	June 30, 2026
RM RMB Mendon Financial Services Fund RMB Investors Trust	$6.71M	250.0K	2.09%	2.60%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$7.98M

% of company

2.49%

% of the fund

0.00%

As of

June 30, 2026

RMB Mendon Financial Services Fund

RMB Investors Trust

Position value

$6.71M

% of company

2.09%

% of the fund

2.60%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding CoastalSouth Bancshares Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TJ Topper Joseph V. Jr. Insider	514.4K	4.30%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.300% Topper Joseph V. Jr.'s insider activity →
MJ Macleod James S Insider	201.6K	1.69%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.690% Macleod James S's insider activity →

Topper Joseph V. Jr.

Insider

514.4K

% of company

4.30%

Change vs last qtr

—

Held since

—

Macleod James S

Insider

201.6K

% of company

1.69%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of CoastalSouth Bancshares Inc.

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