Funds holding CoastalSouth Bancshares Inc
ISIN US19058X2071 · United States · LEI 5493006BUH6IGMGU0H14
- Fund holders
- 81
- Of which ETFs
- 12 69 other funds
- Value held
- 36.3M $
- Share of capital
- 12.3 % of 12M shares on Aug 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 314,100 | 7.7M $ | 0.00 % | 2.63 % | as of Mar 31, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 302,951 | 7.4M $ | 3.28 % | 2.53 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 167,196 | 4.1M $ | 0.01 % | 1.40 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 117,017 | 2.9M $ | 0.31 % | 0.98 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 87,357 | 2.2M $ | 0.01 % | 0.73 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 82,788 | 2M $ | 0.00 % | 0.69 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 65,301 | 1.6M $ | 0.01 % | 0.55 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 39,392 | 967.1K $ | 0.00 % | 0.33 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,996 | 662.8K $ | 0.00 % | 0.23 % | as of Feb 28, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 25,372 | 623.9K $ | 0.00 % | 0.21 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 22,892 | 562.9K $ | 0.05 % | 0.19 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 21,658 | 532.6K $ | 0.01 % | 0.18 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 20,208 | 516.3K $ | 0.01 % | 0.17 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 17,910 | 440.4K $ | 0.30 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 14,909 | 366.6K $ | 0.30 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,848 | 364.5K $ | 0.00 % | 0.12 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,813 | 290K $ | 0.00 % | 0.10 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 9,916 | 253.4K $ | 0.01 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 9,481 | 233.1K $ | 0.01 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 7,856 | 193.2K $ | 0.00 % | 0.07 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 7,841 | 192.8K $ | 0.01 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,390 | 132.5K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 5,210 | 128.1K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 4,838 | 119K $ | 0.11 % | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,149 | 102K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,000 | 102.2K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 3,982 | 101.7K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 3,909 | 99.9K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 3,738 | 91.9K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,500 | 85.9K $ | 0.01 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 3,326 | 81.8K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,300 | 81.1K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,108 | 76.4K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 2,565 | 65.5K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 2,044 | 50.2K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,003 | 49.3K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,752 | 43.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 1,704 | 43.5K $ | 0.08 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,683 | 41.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,653 | 40.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,600 | 39.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,513 | 37.2K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,501 | 38.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,287 | 31.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,213 | 29.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,098 | 28.1K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,034 | 26.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,026 | 25.2K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,000 | 24.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 817 | 20.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 811 | 19.9K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 752 | 18.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 722 | 17.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 622 | 15.9K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 571 | 14K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 436 | 10.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 429 | 10.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 396 | 9.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 338 | 8.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 335 | 8.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 308 | 7.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 283 | 7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 280 | 6.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 254 | 6.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 234 | 5.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 212 | 5.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 211 | 5.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 205 | 5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 159 | 3.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 104 | 2.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 55 | 1.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 31 | 762.3 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 23 | 565.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 23 | 565.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 17 | 434.4 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 12 | 295.1 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 12 | 295.1 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 6 | 147.3 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3 | 73.8 $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 49.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 49.1 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| RMB Mendon Financial Services Fund RMB Investors Trust | 3.28 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 0.31 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 0.30 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.30 % | as of Mar 31, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 0.11 % | as of Mar 31, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 0.08 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.05 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 0.01 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 81 | +16 | 1,469,593 | +60.3 % |
| 2026Q1 | 65 | +24 | 916,722 | +22.9 % |
| 2025Q4 | 41 | 745,888 |
Institutional managers
78 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 1,159,211 | 28.5M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 1,100,504 | 27.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 492,033 | 12.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 397,573 | 9.2M $ | as of Mar 31, 2026 |
| Berkeley Capital Partners, LLC | 360,562 | 8.9M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 329,743 | 8.1M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 320,982 | 7.9M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 302,951 | 7.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 258,139 | 6.3M $ | as of Mar 31, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | 241,595 | 5.9M $ | as of Mar 31, 2026 |
| EJF Capital LP | 192,676 | 4.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 191,250 | 4.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 126,440 | 3.1M $ | as of Mar 31, 2026 |
| RAFFLES ASSOCIATES LP | 121,281 | 3M $ | as of Mar 31, 2026 |
| KLCM Advisors, Inc. | 107,617 | 2.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 100,055 | 2.5M $ | as of Mar 31, 2026 |
| Bleakley Financial Group, LLC | 88,136 | 2.2M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 85,715 | 2.1M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 77,638 | 1.9M $ | as of Mar 31, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | 75,740 | 1.9M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 72,739 | 1.8K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 64,439 | 1.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 44,967 | 1.1M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 44,487 | 1.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 39,464 | 970.4K $ | as of Mar 31, 2026 |
Declared shareholders of CoastalSouth Bancshares Inc
3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Fourthstone LLC and 5 others | 9.18 % | 1,100,504 | as of Mar 31, 2026 · SCHEDULE 13G |
| Patriot Financial Partners II, L.P. and 10 others | 5.80 % | 691,367 | as of Apr 29, 2026 · SCHEDULE 13G |
| EJF Capital LP and 5 others | 1.60 % | 192,676 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding CoastalSouth Bancshares Inc". https://titelia.com/en/stocks/coastalsouth-bancshares-inc-US19058X2071