As of the latest SEC filings, CoastalSouth Bancshares, Inc. (COSO) is held by 80 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $7,723,719.00 in market value, representing a significant portion of its portfolio.
Funds holding CoastalSouth Bancshares, Inc. (COSO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- COSO
- CIK:
- 0001297107
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $7,723,719.00 | 314,100 | Mar 31, 2026 | May 28, 2026 |
|
RMBKX
RMB Mendon Financial Services Fund
|
MF | Independent / Boutique | 3.28% | $7,449,565.09 | 302,951 | Mar 31, 2026 | May 21, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $4,111,349.64 | 167,196 | Mar 31, 2026 | May 28, 2026 |
|
GSSSX
Goldman Sachs Small Cap Value Fund
|
MF | Goldman Sachs | 0.31% | $2,872,767.35 | 117,017 | Feb 28, 2026 | Apr 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,231,971.35 | 87,357 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,035,756.92 | 82,788 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,605,751.59 | 65,301 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $967,073.60 | 39,392 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $662,751.80 | 26,996 | Feb 28, 2026 | Apr 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $562,914.28 | 22,892 | Mar 31, 2026 | May 28, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.01% | $532,570.22 | 21,658 | Mar 31, 2026 | May 27, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $516,314.40 | 20,208 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Penn Series Small Cap Value Fund
|
ETF | Independent / Boutique | 0.30% | $440,406.90 | 17,910 | Mar 31, 2026 | May 21, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.30% | $366,612.31 | 14,909 | Mar 31, 2026 | May 21, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $364,518.40 | 14,848 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $290,009.15 | 11,813 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $253,353.80 | 9,916 | Apr 30, 2026 | Jun 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.01% | $233,137.79 | 9,481 | Mar 31, 2026 | May 26, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $193,179.04 | 7,856 | Mar 31, 2026 | May 28, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $192,810.19 | 7,841 | Mar 31, 2026 | May 26, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $132,540.10 | 5,390 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $128,113.90 | 5,210 | Mar 31, 2026 | May 28, 2026 |
|
FSML
Franklin Small Cap Enhanced ETF
|
ETF | Franklin Templeton | 0.11% | $118,966.42 | 4,838 | Mar 31, 2026 | May 21, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $102,200.00 | 4,000 | Apr 30, 2026 | Jun 25, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $102,023.91 | 4,149 | Mar 31, 2026 | May 28, 2026 |
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