CoastalSouth Bancshares, Inc.· COSO

🇺🇸 US · MicroBroad USNYSE

Financial ServicesBanks - RegionalWebsite

Price: $27.28
Day: -0.29%
Mkt Cap: $328.33M
52W Range: $19.24 – $28.02
Volume: 46.7K
Beta: 0.00

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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CoastalSouth Bancshares, Inc.

COSO|Financial Services|Banks - Regional

Current price: $27

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$117.8K

Net share flow-4.6K

Purchases0 ($0)

Sales1 ($117.8K)

Top Notable Transactions

Insider

Type

Value

Date

Valduga Anthony P.

Sale

$117.8K

May 6

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership58.8%

13F share flow+11.3%

Investors holding83

+85 adding-18 reducing

New 24Inc 61Red 11Closed 7

Top Institutional Holders

Institution

Value

Change

FOURTHSTONE LLC

$27.1M

+6.6%

BLACKROCK, INC.

$12.1M

+51.7%

ALLIANCEBERNSTEIN L.P.

$9.2M

-12.9%

BERKELEY CAPITAL PARTNERS, LLC

$8.9M

-1.4%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting21

Total shares held567.5K

Share flow+29.3%

15 buying2 selling

Buying 15Unchanged 4Selling 2

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

260.6K

0.00%

FIDELITY CONCORD STREET TRUST

65.2K

0.02%

-903

VANGUARD SCOTTSDALE FUNDS

55.4K

0.00%

+23.9K

GOLDMAN SACHS TRUST

40.9K

0.02%

+40.9K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore COSO on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

COSO Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.2/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+100

Fund Flow

10% weight

+100

Overall Smart Money sentiment of 4.2/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for COSO

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

1 sale totaling $117.8K (4.6K shares)

Limited history to compare against

Buying seen in 1 of 7 quarters

Notable Recent Transactions, COSO

Top 1 highest-value recent insider trades

Valduga Anthony P.

CFO

Sell

4,558 shares at $25.84

May 6, 2026$117.78K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for COSO

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q1 2026

58.8% institutional ownership

Strong accumulation: 85 institutions adding vs 18 reducing positions

13F shares increased by 6.4%, a significant shift

Momentum improving from prior quarter

Position Changes

Q1 2026: how are institutions adjusting their positions?

+85 growing-18 shrinkingNet: +67

New (24)

Increased (61)

Reduced (11)

Closed (7)

Top Institutional Holders, COSO

Largest 1 institutional positions by ownership percentage as of Q2 2026

ROOT FINANCIAL PARTNERS, LLC

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 21 ETFs and mutual funds reporting

15 buying2 sellingNet: +13

Buying (15)

Unchanged (4)

Selling (2)

Very Bullish

Funds accumulating in Q2 2026

21 ETFs and mutual funds reporting

15 funds buying vs 2 selling

Top Fund Holders, COSO

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

260.6K

Weight

0.00%

No change

FIDELITY CONCORD STREET TRUST

65.2K

Weight

0.02%

Decreased

VANGUARD SCOTTSDALE FUNDS

55.4K

Weight

0.00%

Increased

GOLDMAN SACHS TRUST

40.9K

Weight

0.02%

Increased

VANGUARD WELLINGTON FUND

5.1K

Weight

0.00%

Increased

VALIC Co I

3.8K

Weight

0.00%

Increased

AMERICAN CENTURY ETF TRUST

1.6K

Weight

0.00%

Increased

PROSHARES TRUST

1.1K

Weight

0.00%

Increased

CoastalSouth Bancshares, Inc.· COSO

Holdings Analysis

Insider Trading Activity

1.3Transaction History3Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings23Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History3Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings23Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights