COSO CoastalSouth Bancshares, Inc.
CoastalSouth Bancshares, Inc. (COSO) Institutional Ownership
What the institutions did with COSO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 302.1K | 65.0% |
| HB Wealth Management, LLC | 38.5K | 8.3% |
| SALZHAUER MICHAEL | 33.0K | 7.1% |
| Bank of New York Mellon Corp | 22.0K | 4.7% |
| Russell Investments Group, Ltd. | 18.4K | 4.0% |
| Y-Intercept (Hong Kong) Ltd | 17.5K | 3.8% |
| BARCLAYS PLC | 8.4K | 1.8% |
| ELCO Management Co., LLC | 7.9K | 1.7% |
| DEUTSCHE BANK AG\ | 7.0K | 1.5% |
| Daytona Street Capital LLC | 5.0K | 1.1% |
| PNC Financial Services Group, Inc. | 2.1K | 0.5% |
| CITIGROUP INC | 1.8K | 0.4% |
| GAMMA Investing LLC | 246 | 0.1% |
| Sterling Capital Management LLC | 173 | 0.0% |
| IFP Advisors, Inc | 172 | 0.0% |
| Allworth Financial LP | 90 | 0.0% |
| SJS Investment Consulting Inc. | 87 | 0.0% |
| EverSource Wealth Advisors, LLC | 64 | 0.0% |
| Essential Partners LLC | 38 | 0.0% |
| Root Financial Partners, LLC | 34 | 0.0% |
| Covestor Ltd | 20 | 0.0% |
| Farther Finance Advisors, LLC | 18 | 0.0% |
| True Wealth Design, LLC | 17 | 0.0% |
| Parkside Financial Bank & Trust | 15 | 0.0% |
| GK Wealth Management LLC | 6 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 196.3K | 302.1K | +105.7K |
| Squarepoint Ops LLC | Sold Out | 10.9K | 0 | -10.9K |
| Y-Intercept (Hong Kong) Ltd | Increased | 7.9K | 17.5K | +9.6K |
| CITIGROUP INC | Reduced | 4.0K | 1.8K | -2.2K |
| Russell Investments Group, Ltd. | Increased | 17.4K | 18.4K | +1.0K |
| DEUTSCHE BANK AG\ | Reduced | 8.0K | 7.0K | -982 |
| Bank of New York Mellon Corp | Increased | 21.4K | 22.0K | +670 |
| BARCLAYS PLC | Increased | 7.8K | 8.4K | +580 |
| HB Wealth Management, LLC | Increased | 38.1K | 38.5K | +406 |
| GAMMA Investing LLC | Increased | 152 | 246 | +94 |
| SJS Investment Consulting Inc. | Increased | 1 | 87 | +86 |
| Root Financial Partners, LLC | New | 0 | 34 | +34 |
| EverSource Wealth Advisors, LLC | Increased | 32 | 64 | +32 |
| IFP Advisors, Inc | Increased | 157 | 172 | +15 |
| Parkside Financial Bank & Trust | New | 0 | 15 | +15 |
| Essential Partners LLC | Increased | 24 | 38 | +14 |
| Farther Finance Advisors, LLC | Increased | 4 | 18 | +14 |
| True Wealth Design, LLC | Increased | 10 | 17 | +7 |
| Sterling Capital Management LLC | Increased | 166 | 173 | +7 |
| GK Wealth Management LLC | New | 0 | 6 | +6 |
| Caitong International Asset Management Co., Ltd | Reduced | 10 | 4 | -6 |
| Covestor Ltd | Increased | 16 | 20 | +4 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.