13FBOX
COASTALSOUTH BANCSHARES INC COM NEW · 13F Institutional Holdings
Options Calculator Rankings

COASTALSOUTH BANCSHARES INC COM NEW

COSO
Institutions
101
Combined AUM (Q2 2026)
$184.7M
Combined Shares (Q2 2026)
6.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.6M
66 · 25 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.0M
27 · 7 Exit · ≈
⚖️ Net
-378,625
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$184.7M
Institutions
101
New Buys
25
Adds
41
Reduces
20
Exits
7
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Patriot Financial Partners GP II, L.P.
4.74%7.34%#1$18.6M691,367$28.5M1.2M-467,844-40.36%Reduce
BlackRock, Inc.
<0.01%<0.01%#60$15.7M584,198$12.1M492,033+92,165+18.73%Add
TWO SIGMA INVESTMENTS, LP
0.01%<0.01%#21$11.0M408,489$2.5M100,055+308,434+308.26%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#61$10.6M395,093$10.0M406,427-11,334-2.79%Reduce
North Reef Capital Management LP
0.38%0.27%#8$10.0M370,982$7.9M320,982+50,000+15.58%Add
Berkeley Capital Partners, LLC
1.97%2.06%#6$9.6M356,390$8.9M360,562-4,172-1.16%Reduce
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#33$8.5M347,546$9.2M397,573-50,027-12.58%Reduce
MENDON CAPITAL ADVISORS CORP
2.54%3.14%#5$7.2M267,232$8.1M329,743-62,511-18.96%Reduce
Curi Capital, LLC
0.1%0.13%#12$6.7M250,001$7.4M302,951-52,950-17.48%Reduce
Fourthstone LLC
4.33%4.59%#2$6.1M225,211$27.1M1.1M-875,293-79.54%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#55$5.3M196,340$4.7M191,250+5,090+2.66%Add
EJF Capital LP
3.46%3.34%#3$5.2M192,676$4.7M192,67600.00%Unchanged
STATE STREET CORP
<0.01%<0.01%#67$5.1M188,361$3.1M126,440+61,921+48.97%Add
ACADIAN ASSET MANAGEMENT LLC
0.01%<0.01%#26$4.7M173,846$1.8M72,739+101,107+139.00%Add
Qube Research & Technologies Ltd
<0.01%#31$3.4M127,213$00+127,213New Buy
RAFFLES ASSOCIATES LP
2.72%2.59%#4$3.0M112,138$3.0M121,281-9,143-7.54%Reduce
MORGAN STANLEY
<0.01%<0.01%#65$2.9M108,931$69,8143,201+105,730+3,303.03%Add
KLCM Advisors, Inc.
0.23%0.22%#11$2.9M107,617$2.6M107,61700.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#62$2.5M91,528$6.3M258,139-166,611-64.54%Reduce
Bleakley Financial Group, LLC
0.03%0.03%#16$2.4M90,307$2.2M88,136+2,171+2.46%Add
CITADEL ADVISORS LLC
<0.01%#56$2.4M88,947$00+88,947New Buy
BANC FUNDS CO LLC
0.38%0.39%#9$2.3M85,715$2.1M85,71500.00%Unchanged
FIRST MANHATTAN CO. LLC.
0.01%0.01%#27$2.1M77,638$1.9M77,63800.00%Unchanged
Elizabeth Park Capital Advisors, Ltd.
1.4%1.43%#7$2.0M75,740$1.9M75,74000.00%Unchanged
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#41$1.9M70,177$1.1M44,967+25,210+56.06%Add
NORTHERN TRUST CORP
<0.01%<0.01%#63$1.8M65,971$1.6M64,439+1,532+2.38%Add
Point72 Asset Management, L.P.
<0.01%#36$1.7M63,549$00+63,549New Buy
Trexquant Investment LP
0.01%0.01%#20$1.7M63,324$739,47030,072+33,252+110.57%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#77$1.6M59,973$1.3M53,429+6,544+12.25%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#73$1.6M59,792$90,6503,732+56,060+1,502.14%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#51$1.4M53,047$1.3M53,224-177-0.33%Reduce
JANE STREET GROUP, LLC
<0.01%#69$1.4M50,345$00+50,345New Buy
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#44$1.3M48,422$59,2132,408+46,014+1,910.88%Add
HRT FINANCIAL LP
<0.01%#35$1.2M43,819$00+43,819New Buy
KENNEDY CAPITAL MANAGEMENT LLC
0.02%0.02%#17$1.1M42,732$1.1M44,487-1,755-3.94%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$1.1M39,688$393,78416,014+23,674+147.83%Add
Nuveen, LLC
<0.01%<0.01%#58$1.1M39,464$970,41939,46400.00%Unchanged
XTX Topco Ltd
0.01%#18$1.0M38,845$00+38,845New Buy
HB Wealth Management, LLC
0.01%0.01%#25$1.0M38,111$950,23138,643-532-1.38%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%#46$956,45135,622$00+35,622New Buy
SALZHAUER MICHAEL
0.25%0.38%#10$887,28533,046$812,60133,04600.00%Unchanged
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#54$859,92532,027$524,08721,313+10,714+50.27%Add
Quadrature Capital Ltd
0.01%#24$804,66829,969$00+29,969New Buy
OCCUDO QUANTITATIVE STRATEGIES LP
0.04%0.01%#15$781,60429,110$266,35910,425+18,685+179.23%Add
D. E. Shaw & Co., Inc.
<0.01%#49$700,51726,090$00+26,090New Buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#74$649,47524,189$595,39824,213-24-0.10%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#71$573,91921,375$506,33320,591+784+3.81%Add
Russell Investments Group, Ltd.
<0.01%<0.01%#47$466,95017,405$13,721558+16,847+3,019.18%Add
Jump Financial, LLC
<0.01%#30$424,23015,800$00+15,800New Buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.01%0.01%#23$400,30714,909$366,61214,90900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow