COSO Smart Money
CoastalSouth Bancshares, Inc.
1W: +2.6%
1M: +4.7%
3M: +1.7%
YTD: +20.3%
1Y: +29.5%
$27.75
+0.17 (+0.62%)
Weekly Expected Move ±2.5%
$27
$27
$28
$29
$29
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026107
Institutions Holding
+19 vs prior
54.4%
Ownership
+1.01%
27
New
41
Increased
24
Reduced
5
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-23 | Bruderer Ernst W. | director | S-Sale | 6,000 | $27.92 | $167K | Filing |
| 2026-08-31 | Bruderer Ernst W. | director | S-Sale | 2,000 | $27.43 | $55K | Filing |
| 2026-08-26 | Bruderer Ernst W. | director | S-Sale | 2,000 | $27.50 | $55K | Filing |
| 2026-08-18 | Bruderer Ernst W. | director | S-Sale | 1,000 | $27.89 | $28K | Filing |
| 2026-08-12 | Bruderer Ernst W. | director | S-Sale | 1,000 | $27.56 | $28K | Filing |
| 2026-08-07 | MACLEOD JAMES S | director | P-Purchase | 238 | $28.15 | $7K | Filing |
| 2026-08-06 | MACLEOD JAMES S | director | P-Purchase | 96 | $27.61 | $3K | Filing |
| 2026-05-06 | Valduga Anthony P. | officer: cfo and coo | G-Gift | 2,000 | $— | $0 | Filing |
| 2026-05-06 | Valduga Anthony P. | officer: cfo and coo | S-Sale | 4,558 | $25.84 | $118K | Filing |
| 2026-04-27 | Stone Stephen R. | officer: president and ceo | F-Tax Withholding | 5,022 | $25.59 | $129K | Filing |
| 2026-04-27 | Hemby Lauren M. | officer: chief accounting officer | F-Tax Withholding | 1,181 | $25.59 | $30K | Filing |
| 2026-04-27 | Valduga Anthony P. | officer: cfo and coo | F-Tax Withholding | 3,841 | $25.59 | $98K | Filing |
| 2026-04-27 | Turner Cameron Bradley | officer: chief credit officer | F-Tax Withholding | 1,169 | $25.59 | $30K | Filing |
| 2026-02-10 | HIGH MICHAEL B | director | P-Purchase | 1,500 | $25.14 | $38K | Filing |
| 2025-07-02 | MACLEOD JAMES S | director | P-Purchase | 10,000 | $21.50 | $215K | Filing |
| 2025-07-02 | Richardson James N. Jr. | director | P-Purchase | 20,000 | $21.50 | $430K | Filing |
| 2025-07-02 | Hemby Lauren M. | officer: chief accounting officer | P-Purchase | 4,500 | $21.50 | $97K | Filing |
| 2025-07-02 | Stone Stephen R. | officer: president and ceo | P-Purchase | 2,200 | $21.50 | $47K | Filing |
| 2025-07-02 | Valduga Anthony P. | officer: cfo and coo | P-Purchase | 1,500 | $21.50 | $32K | Filing |
| 2025-07-02 | Gutin Boris | director | P-Purchase | 11,000 | $21.50 | $236K | Filing |
| 2025-07-02 | FRAWLEY PATRICK M | director | P-Purchase | 4,650 | $21.50 | $100K | Filing |
| 2025-07-02 | Topper Joseph V. Jr. | director | P-Purchase | 100,000 | $21.50 | $2.1M | Filing |
| 2025-07-02 | Turner Cameron Bradley | officer: chief credit officer | P-Purchase | 1,000 | $21.50 | $22K | Filing |
| 2025-07-02 | Bruderer Ernst W. | director | P-Purchase | 2,000 | $21.50 | $43K | Filing |
| 2025-07-02 | Askins L. Scott | director | P-Purchase | 2,325 | $21.50 | $50K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 691,367 | $19M | -467,844 | 2026-06-30 | Filing |
| BlackRock, Inc. | 584,198 | $16M | +92,165 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 408,489 | $11M | +308,434 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 395,093 | $11M | -11,334 | 2026-06-30 | Filing |
| North Reef Capital Management LP | 370,982 | $10M | +50,000 | 2026-06-30 | Filing |
| Berkeley Capital Partners, LLC | 356,390 | $10M | -4,172 | 2026-06-30 | Filing |
| ALLIANCEBERNSTEIN L.P. | 347,546 | $9M | -50,027 | 2026-06-30 | Filing |
| MENDON CAPITAL ADVISORS CORP | 267,232 | $7M | -62,511 | 2026-06-30 | Filing |
| Curi Capital, LLC | 250,001 | $7M | -52,950 | 2026-06-30 | Filing |
| Fourthstone LLC | 225,211 | $6M | -875,293 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 196,340 | $5M | +5,090 | 2026-06-30 | Filing |
| EJF Capital LP | 192,676 | $5M | — | 2026-06-30 | Filing |
| STATE STREET CORP | 188,361 | $5M | +61,921 | 2026-06-30 | Filing |
| Qube Research & Technologies Ltd | 127,213 | $3M | +127,213 | 2026-06-30 | Filing |
| RAFFLES ASSOCIATES LP | 112,138 | $3M | -9,143 | 2026-06-30 | Filing |
| MORGAN STANLEY | 108,931 | $3M | +80,983 | 2026-06-30 | Filing |
| KLCM Advisors, Inc. | 107,617 | $3M | — | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 91,528 | $2M | -166,611 | 2026-06-30 | Filing |
| Bleakley Financial Group, LLC | 90,307 | $2M | +2,171 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 88,947 | $2M | +88,947 | 2026-06-30 | Filing |