CoastalSouth Bancshares
COSO • OTC
CoastalSouth Bancshares is a publicly traded company on OTC, led by Stephen R. Stone, with a market cap of $281.1M. As of Q3 2025, 43% of shares are held by 51 institutional investors, with EJF Capital LLC as the largest holder at -.
CEOStephen R. Stone
Market Cap$281.1M
Overview
Overview of institutional ownership in COSO as of Q3 2025 with a market cap of $281.1M
All Institutions
- Institutions
- 51
- Value Held
- $120.1M
- Shares Held
- 5.5M
- Avg Position
- $2.4M
- Median Position
- $432.0K
Hedge Funds
- Hedge Funds
- 9
- Value Held
- $34.5M
- Shares Held
- 1.6M
- Avg Position
- $3.8M
- Median Position
- $2.7M
Ownership Breakdown
Based on market cap of $281.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in COSO as of Q3 2025
| Institution | Position Value |
|---|---|
E EJF Capital LLC Institution | $20.3M 11.60% of portfolio |
 ALLIANCEBERNSTEIN L.P. Long Only Manager | $11.0M 0.00% of portfolio |
 Azora Capital LP Hedge Fund•Long/Short | $8.7M 0.40% of portfolio |
 Fourthstone LLC Hedge Fund•Long/Short | $8.2M 1.48% of portfolio |
 Berkeley Capital Partners, LLC RIA/Wealth | $8.2M 1.94% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $7.7M 0.00% of portfolio |
 ENDEAVOUR CAPITAL ADVISORS INC Private Equity | $7.3M 2.22% of portfolio |
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector | $7.2M 3.27% of portfolio |
R RMB Capital Management, LLC RIA/Wealth | $6.7M 0.12% of portfolio |
 BlackRock, Inc. Institution | $5.5M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for COSO in Q3 2025
- Traded
- +$105.4M
- Buyers
- 49
- Sellers
- 2
- Total Bought
- +$109.2M
- Total Sold
- −$3.8M
- Avg Position
- $2.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
E EJF Capital LLC Institution | +$20.3M +930.2K shares |
ALLIANCEBERNSTEIN L.P. Long Only Manager | +$11.0M +503.1K shares |
Azora Capital LP Hedge Fund•Long/Short | +$8.7M +399.1K shares |
Fourthstone LLC Hedge Fund•Long/Short | +$8.2M +378.1K shares |
GOLDMAN SACHS GROUP INC Institution | +$7.7M +353.0K shares |
ENDEAVOUR CAPITAL ADVISORS INC Private Equity | +$7.3M +336.9K shares |
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector | +$7.2M +332.3K shares |
R RMB Capital Management, LLC RIA/Wealth | +$6.7M +306.5K shares |
BlackRock, Inc. Institution | +$5.5M +250.3K shares |
N North Reef Capital Management LP Hedge Fund•Long/Short | +$4.8M +220.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
B BANC FUNDS CO LLC Institution | −$3.5M −161.9K shares |
Berkeley Capital Partners, LLC RIA/Wealth | −$305.2K −14.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited COSO in Q3 2025
- New Positions
- 48
- New Value
- $108.0M
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
E EJF Capital LLC Institution | $20.3M 930.2K shares |
ALLIANCEBERNSTEIN L.P. Long Only Manager | $11.0M 503.1K shares |
Azora Capital LP Hedge Fund•Long/Short | $8.7M 399.1K shares |
Fourthstone LLC Hedge Fund•Long/Short | $8.2M 378.1K shares |
GOLDMAN SACHS GROUP INC Institution | $7.7M 353.0K shares |
ENDEAVOUR CAPITAL ADVISORS INC Private Equity | $7.3M 336.9K shares |
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector | $7.2M 332.3K shares |
R RMB Capital Management, LLC RIA/Wealth | $6.7M 306.5K shares |
BlackRock, Inc. Institution | $5.5M 250.3K shares |
N North Reef Capital Management LP Hedge Fund•Long/Short | $4.8M 220.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in COSO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with COSO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
E EJF Capital LLC Institution | 11.60% $20.3M |
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector | 3.27% $7.2M |
R RAFFLES ASSOCIATES LP Hedge Fund•Value | 2.61% $2.7M |
ENDEAVOUR CAPITAL ADVISORS INC Private Equity | 2.22% $7.3M |
Berkeley Capital Partners, LLC RIA/Wealth | 1.94% $8.2M |
Fourthstone LLC Hedge Fund•Long/Short | 1.48% $8.2M |
 Elizabeth Park Capital Advisors, Ltd. Hedge Fund•Long/Short | 1.31% $1.7M |
B BANC FUNDS CO LLC Institution | 0.45% $1.9M |
Azora Capital LP Hedge Fund•Long/Short | 0.40% $8.7M |
S SALZHAUER MICHAEL Institution | 0.38% $714.2K |
Hedge Fund Spotlight
Discover hedge funds investing in COSO
M
MENDON CAPITAL ADVISORS CORP
Hedge Fund • Sector
Portfolio ManagerAnton Villars Schutz
- Portfolio Value
- $221.8M
- Positions
- 56
- Last Reported
- Q3 2025
Sector Allocation
Position in CoastalSouth Bancshares
- Market Value
- $7.2M
- Shares Held
- 332.3K
- Portfolio Weight
- 3.27%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Banks - Regional Financial Services | $16.0M | 7.20% | |
Unknown Unknown | $14.0M | 6.33% | |
Banks - Regional Financial Services | $12.8M | 5.78% |
