Funds holding CoastalSouth Bancshares Inc
ISIN US19058X2071 · United States · LEI 5493006BUH6IGMGU0H14
- Fund holders
- 87
- Of which ETFs
- 13 74 other funds
- Value held
- 40.5M $
- Share of capital
- 12.7 % 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 | 297,300 | 8M $ | 0.00 % | 2.49 % | as of Jun 30, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 250,000 | 6.7M $ | 2.60 % | 2.09 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 224,880 | 6M $ | 0.01 % | 1.88 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 85,457 | 2.3M $ | 0.00 % | 0.71 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 84,346 | 2.3M $ | 0.01 % | 0.71 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 77,091 | 2.1M $ | 0.01 % | 0.64 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 47,309 | 1.2M $ | 0.01 % | 0.40 % | as of May 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 40,943 | 1M $ | 0.11 % | 0.34 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 38,880 | 992.6K $ | 0.00 % | 0.33 % | as of May 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 34,095 | 929.8K $ | 0.07 % | 0.29 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 27,520 | 738.9K $ | 0.05 % | 0.23 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 25,539 | 685.7K $ | 0.02 % | 0.21 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 25,372 | 681.2K $ | 0.00 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 23,424 | 638.8K $ | 0.02 % | 0.20 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 20,184 | 550.4K $ | 0.01 % | 0.17 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 15,969 | 428.8K $ | 0.17 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 15,564 | 417.9K $ | 0.01 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 14,909 | 400.3K $ | 0.27 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,848 | 379.1K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,422 | 291.6K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 10,670 | 286.5K $ | 0.01 % | 0.09 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 10,331 | 277.4K $ | 0.01 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 9,916 | 270.4K $ | 0.01 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,882 | 265.3K $ | 0.00 % | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,281 | 160.4K $ | 0.01 % | 0.05 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,100 | 163.8K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,390 | 144.7K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 5,119 | 130.7K $ | 0.03 % | 0.04 % | as of May 31, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 4,312 | 115.8K $ | 0.09 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,149 | 111.4K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 4,125 | 110.8K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,000 | 109.1K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 3,925 | 107K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 3,909 | 106.6K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 3,799 | 97K $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 3,738 | 100.4K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,402 | 91.3K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,300 | 88.6K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,108 | 83.4K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 2,773 | 75.6K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,998 | 53.6K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,880 | 50.5K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,784 | 47.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 1,698 | 46.3K $ | 0.08 % | 0.01 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,653 | 44.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,501 | 40.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,287 | 34.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,213 | 32.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,210 | 32.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,210 | 32.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,079 | 29.4K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,042 | 28.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,026 | 27.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,000 | 26.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 970 | 24.8K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 962 | 26.2K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 879 | 22.4K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 840 | 21.4K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 801 | 20.4K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 752 | 20.2K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 687 | 17.5K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 674 | 18.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 657 | 17.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 623 | 17K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 538 | 14.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 471 | 12.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 436 | 11.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 433 | 11.1K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 407 | 10.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 341 | 8.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 338 | 8.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 253 | 6.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 218 | 5.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 211 | 5.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 5.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 182 | 4.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 159 | 4.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 106 | 2.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 44 | 1.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 34 | 912.9 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 22 | 590.7 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 20 | 537 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 12 | 322.2 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 9 | 229.8 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 7 | 190.9 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 76.6 $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 53.7 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| RMB Mendon Financial Services Fund RMB Investors Trust | 2.60 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.27 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 0.17 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 0.11 % | as of May 31, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 0.09 % | as of Jun 30, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 0.08 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 0.07 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 0.03 % | as of May 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 87 | +6 | 1,515,153 | +3.1 % |
| 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 table shows the 25 largest.
| 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
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Patriot Financial Partners II, L.P. and 10 others | 4.80 % | 572,982 | as of Aug 14, 2026 · SCHEDULE 13G |
| Fourthstone LLC and 5 others | 1.87 % | 225,211 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding CoastalSouth Bancshares Inc". https://titelia.com/en/stocks/coastalsouth-bancshares-inc-US19058X2071