COSO — COASTALSOUTH BANCSHARES, INC.

Ownership history in Berkeley Capital Partners, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Berkeley Capital Partners, LLC reported a position in COASTALSOUTH BANCSHARES, INC. (COSO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.14% (2025 Q2)
Avg. % of fund
2.03%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 365,556 -15,378 -4.0% 2.00% $8.5M $23.20
2025 Q3 REDUCED 380,934 -14,182 -3.6% 1.94% $8.2M $21.77
2025 Q2 INITIATED 395,116 — — 2.14% $8.5M $21.25
% of Fund (quarterly)    COSO price (monthly, adj. close)

Other funds also holding COSO

As of 2025 Q4 — sorted by position size

EJF Capital LP 3Y 7Y 12.28% Fourthstone LLC 3Y 4.18% ENDEAVOUR CAPITAL ADVISORS INC 3Y 7Y 2.18% RAFFLES ASSOCIATES LP 3Y 7Y 2.12% MENDON CAPITAL ADVISORS CORP 3Y 7Y 1.83% Elizabeth Park Capital Advisors, Ltd. 3Y 7Y 1.45% Azora Capital LP 3Y 7Y 0.45% SALZHAUER MICHAEL 3Y 7Y 0.31% North Reef Capital Management LP 3Y 0.25% KLCM Advisors, Inc. 3Y 7Y 0.21%
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