COASTALSOUTH BANCSHARES INC

Historical 13F Holders

Symbol: COSO
CUSIP: 19058X207
All holders as of: Q2 2026
Type: Equity
Class: COM NEW

Reported Value, Excluding Options

Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 19058X207 since 12/18/2024, newest first.

Filer	% of Class	Shares	Form	Filed
Patriot Financial Partners II, L.P. 13G/A Amendment 2	4.8%	572,982	13G/A Amendment 2	8/18/2026 Event 8/14/2026
Patriot Financial Partners II, L.P.	4.2%	506,038
Patriot Financial Partners II Coastal SPV, LLC	4.7%	565,082
Patriot Financial Partners Parallel II, L.P.	0.5%	59,044
Patriot Financial Partners GP II, L.P.	4.7%	565,082
Patriot Financial Partners GP II, LLC	4.7%	565,082
Wycoff W Kirk	4.8%	572,982
Lynch James J	4.8%	572,982
Lubert Ira M	4.8%	572,982
Deutsch James F.	4.8%	572,982
Patriot Financial Manager, L.P.	0.1%	7,900
Patriot Financial Manager, LLC	0.1%	7,900
Fourthstone LLC 13G/A Amendment 2	1.9%	225,211	13G/A Amendment 2	8/14/2026 Event 6/30/2026
Fourthstone LLC	1.9%	225,211
Fourthstone Master Opportunity Fund Ltd	1.4%	163,145
Fourthstone GP LLC	0.5%	62,066
Fourthstone QP Opportunity Fund LP	0.4%	46,963
Fourthstone Small-Cap Financials Fund LP	0.1%	15,103
L. Phillip Stone, IV	1.9%	225,211
EJF Capital LP 13G/A Amendment 1	1.6%	192,676	13G/A Amendment 1	5/28/2026 Event 3/31/2026
EJF Capital LP	1.6%	192,676
Emanuel J. Friedman	1.6%	192,676
Neal J. Wilson	1.6%	192,676
EJF Sidecar Fund, Series LLC - Small Financial Equities Series	0%	0
EJF Financial Services Fund, LP	1.6%	192,676
EJF Financial Services GP, LLC	1.6%	192,676
Fourthstone LLC 13G/A Amendment 1	9.2%	1,100,504	13G/A Amendment 1	5/15/2026 Event 3/31/2026
Fourthstone LLC	9.2%	1,100,504
Fourthstone Master Opportunity Fund Ltd	7.1%	849,889
Fourthstone GP LLC	2.1%	250,615
Fourthstone QP Opportunity Fund LP	2.0%	235,512
Fourthstone Small-Cap Financials Fund LP	0.1%	15,103
L. Phillip Stone, IV	9.2%	1,100,504
Patriot Financial Partners II, L.P. 13G/A Amendment 1	5.8%	691,367	13G/A Amendment 1	5/6/2026 Event 4/29/2026
Patriot Financial Partners II, L.P.	5.1%	612,053
Patriot Financial Partners II Coastal SPV, LLC	5.7%	683,467
Patriot Financial Partners Parallel II, L.P.	0.6%	71,414
Patriot Financial Partners GP II, L.P.	5.7%	683,467
Patriot Financial Partners GP II, LLC	5.7%	683,467
Patriot Financial Manager, L.P.	0.1%	7,900
Patriot Financial Manager, LLC	0.1%	7,900
W. Kirk Wycoff	5.8%	691,367
James J. Lynch	5.8%	691,367
Ira M. Lubert	5.8%	691,367
James F. Deutsch	5.8%	691,367
Fourthstone LLC 13G	8.0%	959,797	13G	2/13/2026 Event 12/31/2025
Fourthstone LLC	8.0%	959,797
Fourthstone Master Opportunity Fund Ltd	6.3%	748,448
Fourthstone GP LLC	1.8%	211,349
Fourthstone QP Opportunity Fund LP	1.6%	196,246
Fourthstone Small-Cap Financials Fund LP	0.1%	15,103
L. Phillip Stone, IV	8.0%	959,797
EJF Capital LLC 13G	8.5%	930,171	13G	11/13/2025 Event 7/1/2025
EJF Capital LLC	8.5%	930,171
Emanuel J. Friedman	8.5%	930,171
Neal J. Wilson	8.5%	930,171
EJF Sidecar Fund, Series LLC - Small Financial Equities Series	6.8%	737,495
EJF Financial Services Fund, LP	1.8%	192,676
EJF Financial Services GP, LLC	1.8%	192,676
Patriot Financial Partners II, L.P. 13G	8.9%	719,211	13G	9/17/2025 Event 7/1/2025
Patriot Financial Partners II, L.P.	7.9%	636,988
Patriot Financial Partners II Coastal SPV, LLC	8.8%	711,311
Patriot Financial Partners Parallel II, L.P.	0.9%	74,323
Patriot Financial Partners GP II, L.P.	8.8%	711,311
Patriot Financial Partners GP II, LLC	8.8%	711,311
Patriot Financial Manager, L.P.	0.1%	7,900
Patriot Financial Manager, LLC	0.1%	7,900
W. Kirk Wycoff	8.9%	719,211
James J. Lynch	8.9%	719,211
Ira M. Lubert	8.9%	719,211
James F. Deutsch	8.9%	719,211

13F Holders by Quarter

Period	Filings	Shares, Excl. Options	Value, Excl. Options	Options Value
2026 Q3	13	69.8 k	$1.83 M	$0
2026 Q2	103	7.02 M	$188 M	$0
2026 Q1	84	7.31 M	$179 M	$0
2025 Q4	67	6.84 M	$159 M	$0
2025 Q3	55	6.51 M	$142 M	$0
2025 Q2	3	680 k	$14.5 M	$0
2025 Q1	2	292 k	$6.20 M	$0
2024 Q4	2	308 k	$6.76 M	$0
2024 Q3	2	330 k	$6.49 M	$0
2024 Q2	2	330 k	$5.53 M	$0
2024 Q1	2	337 k	$5.65 M	$0
2023 Q4	2	251 k	$3.77 M	$0
2023 Q3	2	251 k	$3.71 M	$0
2023 Q2	2	251 k	$3.61 M	$0
2023 Q1	2	251 k	$4.35 M	$0
2022 Q4	2	251 k	$4.49 M	$0
2022 Q3	2	251 k	$3.56 M	$0
2022 Q2	2	229 k	$3.80 M	$0
2022 Q1	2	223 k	$4.00 M	$0
2021 Q4	2	215 k	$3.71 M	$0
2021 Q3	2	215 k	$3.65 M	$0
2021 Q2	2	215 k	$3.66 M	$0
2021 Q1	2	215 k	$3.01 M	$0
2020 Q4	2	215 k	$2.60 M	$0
2020 Q3	2	215 k	$2.36 M	$0
2020 Q2	2	215 k	$2.07 M	$0
2020 Q1	2	215 k	$2.40 M	$0
2019 Q4	2	215 k	$2.70 M	$0
2019 Q3	1	204 k	$2.46 M	$0
2019 Q2	2	221 k	$2.04 M	$0
2019 Q1	2	221 k	$3.07 M	$0
2018 Q4	2	221 k	$2.23 M	$0
2018 Q3	1	16.6 k	$162 k	$0
2018 Q2	1	16.6 k	$162 k	$0
2018 Q1	1	16.6 k	$162 k	$0