CoastalSouth Bancshares, Inc. — Institutional Ownership
Which tracked institutions hold COSO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
15
Funds holding
$31873261
Total value held
Buying
12 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $15685716 | 584198 | +92165 | +18.73% |
| 2 | State Street Corp | $5057493 | 188361 | +61921 | +48.97% |
| 3 | Morgan Stanley | $2924797 | 108931 | +80983 | +289.76% |
| 4 | Goldman Sachs Group Inc | $2457527 | 91528 | -166611 | -64.54% |
| 5 | Northern Trust Corp | $1771321 | 65971 | +1532 | +2.38% |
| 6 | Jpmorgan Chase & Co | $1603621 | 59792 | +56060 | +1502.14% |
| 7 | Bank Of America Corp /De/ | $1065623 | 39688 | +23674 | +147.83% |
| 8 | Sei Investments Co | $313205 | 11665 | -10007 | -46.17% |
| 9 | Franklin Resources Inc | $279106 | 10395 | -526 | -4.82% |
| 10 | Wells Fargo & Company/Mn | $222345 | 8281 | +2026 | +32.39% |
| 11 | Barclays Plc | $209243 | 7793 | +2077 | +36.34% |
| 12 | Citigroup Inc | $108501 | 4041 | +3917 | +3158.87% |
| 13 | Ubs Group Ag | $97707 | 3639 | +3639 | NEW BUY |
| 14 | Pnc Financial Services Group, Inc. | $57056 | 2125 | +2125 | NEW BUY |
| 15 | Royal Bank Of Canada | $20000 | 733 | +457 | +165.58% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.