How many institutions own COSO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own COSO shares is 4, representing 5.85% of the company's common stock.

Who are the major shareholders selling CoastalSouth Bancshares, Inc. stock?

WELLS FARGO & COMPANY/MN, in the last quarter, reduced its stake in COSO by -29.76% restricting it's holding to 6.26 thousand shares of worth nearly $153.81K. MARSHALL WACE, LLP also lessened -53.29% of the COSO shares from its portfolio, reducing its holding to 24.5 thousand shares of worth $602.53K. COVESTOR LTD also shunned COSO shares holding by -72% last quarter which brought its holding to 21 shares worth $1.00K.

Investors who are buying COSO stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in COSO by 0.19% in the last quarter. The institutional holder raised its holding to 7.77 thousand shares having worth more than $190.95K. CENTIVA CAPITAL, LP also added 100% more shares of COSO to its portfolio, raising its holding to 8.33 thousand shares of worth $204.91K. JPMORGAN CHASE & CO also increased its COSO shares holding by 48.57% which brought its holding to 3.73 thousand shares worth $90.65K.

COSO's major insiders: who are they?

The insider with the most stakes in COSO is Stone Stephen R. , PRESIDENT AND CEO at the company. Additionally, COSO stock is highly held by CFO AND COO Valduga Anthony P. and director HIGH MICHAEL B among others.

Did an insider recently sell COSO stock?

Company executives, directors, and other insiders own 11.85% percent of CoastalSouth Bancshares, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which COSO insiders have sold stock, totaling 4.56K shares. Insiders that have sold shares include VALDUGA ANTHONY P..

Which insider recently purchased COSO stock?

There have been 2 transaction(s) during the past 6-months in which CoastalSouth Bancshares, Inc. insiders have bought stock, totalling 1700 shares

How much of COSO does insiders own?

Around 208K CoastalSouth Bancshares, Inc. shares are held by insiders, which represents about 11.85% of COSO stock.

Who is the insider with the largest stake?

COSO PRESIDENT AND CEO, Stone Stephen R. holds the largest portfolio of the company's shares. COSO shares owned by Stone total nearly 120.39 thousand.

Which institution holds the most shares in COSO?

WELLS FARGO & COMPANY/MN is the largest institutional owner in COSO which holds 6.26 thousand shares worth $153.81K or 0.05% of the total COSO shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 7.77 thousand shares representing 0.06% of the COSO ownership. CENTIVA CAPITAL, LP is the third largest stakeholder with 8.33 thousand shares or 0.07% of the ownership worth more than $204.91K.

Is CoastalSouth Bancshares, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the COSO is concerned, it is a stock which is not optionable.

Is there a short position on COSO's shares?

Number of COSO shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding COSO shares are there?

As of today, null shares of COSO are outstanding.

Is there many float in COSO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, COSO has null shares in float.

COSO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for COSO is null.

CoastalSouth Bancshares (COSO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

11.85% Percentage of Shares held by All Insiders

5.85% Percentage of Shares held by All Institutions

6.64% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 5.85% of COSO shares are held by financial institutions. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 6.26K shares valued at $153.81K. A 0.05% stake in CoastalSouth Bancshares, Inc. is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 7.77K shares valued at $190.95K, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.05%	6.26K	153.81K	-2.65K	-29.76%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.06%	7.77K	190.95K	15	+0.19%
Mar 31, 2026	CENTIVA CAPITAL, LP	0.07%	8.33K	204.91K	8.33K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	3.73K	90.65K	1.22K	+48.57%
Mar 31, 2026		0.04%	5K	124.55K	0	0
Mar 31, 2026	RHUMBLINE ADVISERS	0.04%	5.35K	131.58K	1.6K	+42.77%
Mar 31, 2026	OCCUDO QUANTITATIVE STRATEGIES LP	0.08%	10.43K	266.36K	10.43K	+100.00%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.09%	10.92K	268.55K	10.92K	+100.00%
Mar 31, 2026	ELCO MANAGEMENT CO., LLC	0.1%	12.03K	295.84K	2.27K	+23.19%
Mar 31, 2026	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.12%	14.91K	366.61K	14.91K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.13%	16.01K	393.78K	12.08K	+306.65%
Mar 31, 2026	GHISALLO CAPITAL MANAGEMENT LLC	0.16%	20K	491.8K	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.17%	20.59K	506.33K	503	+2.50%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	24.21K	595.4K	6.85K	+39.46%
Mar 31, 2026	MARSHALL WACE, LLP	0.2%	24.5K	602.53K	-27.96K	-53.29%
Mar 31, 2026	MORGAN STANLEY	0.23%	27.95K	687.24K	6.55K	+30.61%
Mar 31, 2026	SALZHAUER MICHAEL	0.27%	33.05K	812.6K	300	+0.92%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.31%	38.64K	950.23K	459	+1.20%
Mar 31, 2026	KENNEDY CAPITAL MANAGEMENT LLC	0.36%	44.49K	1.09M	4.4K	+10.97%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.43%	53.22K	1.31M	53.22K	+100.00%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.81%	100.06K	2.46M	100.06K	+100.00%
Mar 31, 2026	TRUE WEALTH DESIGN, LLC	0%	2	50	2	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	3	74	3	+100.00%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	17	418	17	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0%	20	492	0	0
Mar 31, 2026	COVESTOR LTD	0%	21	1K	-54	-72.00%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0%	28	689	28	+100.00%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0%	32	787	32	+100.00%
Mar 31, 2026	GAMMA INVESTING LLC	0%	119	2.93K	59	+98.33%
Mar 31, 2026	STERLING CAPITAL MANAGEMENT LLC	0%	272	6.69K	-13	-4.56%
Mar 31, 2026	KLCM ADVISORS, INC.	0.87%	107.62K	2.65M	0	0
Mar 31, 2026	ACADIAN ASSET MANAGEMENT LLC	0.59%	72.74K	1.79M	60.33K	+486.08%
Mar 31, 2026	BLACKROCK, INC.	3.97%	492.03K	12.1M	167.73K	+51.72%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	3.21%	397.57K	9.24M	-27.15K	-6.39%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.08%	258.14K	6.35M	18.61K	+7.77%
Mar 31, 2026	EJF CAPITAL LLC	1.56%	192.68K	4.74M	-737.5K	-79.29%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.71%	88.14K	2.17M	42	+0.05%
Mar 31, 2026	BANC FUNDS CO LLC	0.69%	85.72K	2.11M	0	0
Mar 31, 2026	NORTHERN TRUST CORP	0.52%	64.44K	1.58M	20.02K	+45.06%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.36%	44.97K	1.11M	44.97K	+100.00%
Mar 31, 2026	NUVEEN, LLC	0.32%	39.46K	970.42K	30.22K	+326.91%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.24%	30.07K	739.47K	30.07K	+100.00%
Mar 31, 2026	BARCLAYS PLC	0.05%	5.72K	140.56K	-6.26K	-52.25%
Mar 31, 2026	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	5.36K	131.7K	5.36K	+100.00%
Mar 31, 2026	CITIGROUP INC	0%	432	10.62K	308	+248.39%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0%	558	13.72K	0	0
Mar 31, 2026	CWM, LLC	0.01%	618	15.2K	399	+182.19%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	752	18.49K	366	+94.82%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.01%	789	19.4K	393	+99.24%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	1.6K	39.42K	1.6K	+100.00%
Mar 31, 2026	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.73K	42.54K	0	0
Mar 31, 2026	FIRST MANHATTAN CO. LLC.	0.63%	77.64K	1.91M	0	0
Mar 31, 2026	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.61%	75.74K	1.86M	0	0
Mar 31, 2026	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	1.9K	46.72K	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.02%	2.41K	59.21K	1.14K	+89.76%
Mar 31, 2026	VANGUARD GLOBAL ADVISERS, LLC	0.02%	2.96K	72.84K	2.96K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.03%	3.15K	77.43K	-22.02K	-87.49%
Mar 31, 2026	DEUTSCHE BANK AG\	0.03%	3.4K	83.68K	3.4K	+100.00%
Mar 31, 2026	FOURTHSTONE LLC	8.88%	1.1M	27.06M	140.71K	+14.66%
Mar 31, 2026	MENDON CAPITAL ADVISORS CORP	2.66%	329.74K	8.11M	63.96K	+24.06%
Mar 31, 2026	NORTH REEF CAPITAL MANAGEMENT LP	2.59%	320.98K	7.89M	57.08K	+21.63%
Mar 31, 2026	RMB CAPITAL MANAGEMENT, LLC	2.45%	302.95K	7.45M	59.49K	+24.44%
Mar 31, 2026	SEI INVESTMENTS CO	0.17%	21.67K	532.91K	8.25K	+61.45%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.17%	21.31K	524.09K	21.31K	+100.00%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.05%	6.8K	119.82K	6.78K	+61,672.73%
Mar 31, 2026	RAFFLES ASSOCIATES LP	0.98%	121.28K	2.98M	0	0
Mar 31, 2026	STATE STREET CORP	1.02%	126.44K	3.11M	86.56K	+217.03%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	1.54%	191.25K	4.7M	44.11K	+29.98%
Mar 31, 2026	ENDEAVOUR CAPITAL ADVISORS INC	1.95%	241.6K	5.94M	-95.25K	-28.28%
Mar 31, 2026	BERKELEY CAPITAL PARTNERS, LLC	2.91%	360.56K	8.87M	-4.99K	-1.37%
Dec 31, 2025	AMALGAMATED BANK	0%	172	4K	22	+14.67%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.76%	88.09K	2.05M	0	0
Dec 31, 2025	BANC FUNDS CO LLC	0.74%	85.72K	1.99M	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	2.51K	58.41K	-550	-17.96%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	2.52K	58.66K	375	+17.46%
Dec 31, 2025	MENDON CAPITAL ADVISORS CORP	2.15%	265.79K	6.18M	-66.56K	-20.03%
Dec 31, 2025	RMB CAPITAL MANAGEMENT, LLC	1.97%	243.46K	5.66M	-63.08K	-20.58%
Dec 31, 2025	KLCM ADVISORS, INC.	0.87%	107.62K	2.5M	17.14K	+18.95%
Dec 31, 2025	VANGUARD GROUP INC	1.89%	234.07K	5.44M	86.81K	+58.95%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.19%	147.14K	3.42M	16.6K	+12.72%
Dec 31, 2025	RAFFLES ASSOCIATES LP	1.05%	121.28K	2.82M	-3K	-2.41%
Dec 31, 2025	MARSHALL WACE, LLP	0.42%	52.46K	1.22M	52.46K	+100.00%
Dec 31, 2025	NUVEEN, LLC	0.07%	9.24K	214.92K	9.24K	+100.00%
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0.08%	9.77K	227.06K	-1.35K	-12.14%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	1.9K	44.18K	0	0
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	1.73K	40.22K	1.73K	+100.00%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0%	396	9.21K	0	0
Dec 31, 2025	CITIGROUP INC	0%	124	2.88K	70	+129.63%
Dec 31, 2025	COVESTOR LTD	0%	75	2K	75	+100.00%
Dec 31, 2025	STRS OHIO	0%	0	-	-800	-100.00%
Dec 31, 2025	DEUTSCHE BANK AG\	0%	0	-	-4.95K	-100.00%
Dec 31, 2025	FOURTHSTONE LLC	8.33%	959.8K	22.32M	581.66K	+153.82%
Dec 31, 2025	BERKELEY CAPITAL PARTNERS, LLC	2.95%	365.56K	8.5M	-15.38K	-4.04%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.27K	29.5K	-868	-40.62%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.93%	239.53K	5.57M	-113.43K	-32.14%
Dec 31, 2025	EJF CAPITAL LLC	8.07%	930.17K	21.63M	0	0
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	3.69%	424.72K	9.87M	-78.36K	-15.58%
Dec 31, 2025	AZORA CAPITAL LP	2.68%	308.94K	7.18M	-90.12K	-22.58%
Dec 31, 2025	BLACKROCK, INC.	2.62%	324.31K	7.54M	73.99K	+29.56%
Dec 31, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.61%	75.74K	1.76M	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.36%	44.42K	1.03M	2.42K	+5.75%
Dec 31, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.17%	20K	465K	0	0
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.11%	12.41K	287K	12.41K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.17%	21.4K	497.5K	18.2K	+568.48%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.15%	17.36K	403.67K	1.78K	+11.42%
Dec 31, 2025	SEI INVESTMENTS CO	0.12%	13.42K	312.09K	3.75K	+38.78%
Dec 31, 2025	JANE STREET GROUP, LLC	0.1%	12.89K	299.69K	12.89K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0.1%	11.97K	278.33K	5.39K	+81.96%
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.09%	10.37K	241.17K	10.37K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	3.94K	91.56K	-2.78K	-41.42%
Dec 31, 2025	RHUMBLINE ADVISERS	0.03%	3.75K	87.14K	-403	-9.71%
Dec 31, 2025	ENDEAVOUR CAPITAL ADVISORS INC	2.92%	336.84K	7.83M	-100	-0.03%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	3	70	3	+100.00%
Dec 31, 2025	FMR LLC	0%	0	-	-2	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.34%	41.56K	966.18K	41.56K	+100.00%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.32%	40.09K	932.05K	0	0
Dec 31, 2025	STATE STREET CORP	0.32%	39.88K	927.28K	12.98K	+48.24%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.31%	38.18K	887.78K	38.18K	+100.00%
Dec 31, 2025	SALZHAUER MICHAEL	0.26%	32.75K	761.35K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	645	15K	-1.56K	-70.76%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	541	12.58M	-142	-20.79%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	386	8.98K	0	0
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	285	6.63K	2	+0.71%
Dec 31, 2025	CWM, LLC	0%	219	5K	219	+100.00%
Dec 31, 2025	NORTH REEF CAPITAL MANAGEMENT LP	2.29%	263.9K	6.14M	43.28K	+19.62%
Dec 31, 2025	GAMMA INVESTING LLC	0%	60	1.4K	60	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	20	465	20	+100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	11	256	11	+100.00%
Dec 31, 2025	UBS GROUP AG	0.2%	25.17K	585.25K	16.32K	+184.43%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.17%	20.09K	467.05K	-863	-4.12%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.07%	8.91K	207.04K	5.44K	+157.30%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	7.75K	180.19K	0	0
Dec 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.04%	4.89K	104.31K	4.89K	+100.00%
Dec 31, 2025		0.04%	5K	116.25K	5K	+100.00%
Dec 31, 2025	FIRST MANHATTAN CO. LLC.	0.67%	77.64K	1.81M	0	0
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.36%	40.09K	874.32K	40.09K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.37%	42.01K	916.17K	42.01K	+100.00%
Sep 30, 2025	ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.68%	75.74K	1.65M	75.74K	+100.00%
Sep 30, 2025	STRS OHIO	0.01%	800	17.45K	800	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	283	6.17K	283	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	396	8.63K	396	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	483	10.53K	483	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	683	14.9K	683	+100.00%
Sep 30, 2025	VANGUARD GROUP INC	1.31%	147.26K	3.21M	147.26K	+100.00%
Sep 30, 2025	RAFFLES ASSOCIATES LP	1.11%	124.28K	2.71M	124.28K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.02%	2.14K	46.61K	2.14K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	2.15K	46.85K	2.15K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.03%	3.2K	69.81K	3.2K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	3.46K	75.48K	3.46K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.04%	4.15K	90.53K	4.15K	+100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0.04%	4.95K	108.03K	4.95K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.06%	6.58K	143.49K	6.58K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	6.72K	146.61K	6.72K	+100.00%
Sep 30, 2025	NORTH REEF CAPITAL MANAGEMENT LP	1.97%	220.62K	4.81M	220.62K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	2.23%	250.32K	5.46M	250.32K	+100.00%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	2.73%	306.54K	6.69M	306.54K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	3.15%	352.95K	7.7M	352.95K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	2.21K	48K	2.21K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.03%	3.06K	66.78K	3.06K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	7.75K	174.14K	7.75K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.08%	8.85K	193.02K	8.85K	+100.00%
Sep 30, 2025	SEI INVESTMENTS CO	0.09%	9.67K	210.95K	9.67K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	19.81K	431.99K	19.81K	+100.00%
Sep 30, 2025	STATE STREET CORP	0.24%	26.9K	586.78K	26.9K	+100.00%
Sep 30, 2025	FIRST MANHATTAN CO. LLC.	0.69%	77.64K	1.69M	77.64K	+100.00%
Sep 30, 2025	BANC FUNDS CO LLC	0.76%	85.72K	1.87M	-161.89K	-65.38%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.79%	88.09K	1.92M	88.09K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.16%	130.53K	2.85M	130.53K	+100.00%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	4.48%	503.08K	10.97M	503.08K	+100.00%
Sep 30, 2025	EJF CAPITAL LLC	8.29%	930.17K	20.29M	930.17K	+100.00%
Sep 30, 2025	FMR LLC	0%	2	44	2	+100.00%
Sep 30, 2025	CITIGROUP INC	0%	54	1.18K	54	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.02%	1.9K	41.44K	1.9K	+100.00%
Sep 30, 2025	ELCO MANAGEMENT CO., LLC	0.1%	11.12K	242.42K	11.12K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.14%	15.58K	339.84K	15.58K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.19%	20.95K	456.94K	20.95K	+100.00%
Sep 30, 2025	SALZHAUER MICHAEL	0.29%	32.75K	714.19K	32.75K	+100.00%
Sep 30, 2025	KLCM ADVISORS, INC.	0.81%	90.47K	1.97M	53.43K	+144.22%
Sep 30, 2025	MENDON CAPITAL ADVISORS CORP	2.96%	332.35K	7.24M	332.35K	+100.00%
Sep 30, 2025	ENDEAVOUR CAPITAL ADVISORS INC	3%	336.94K	7.35M	336.94K	+100.00%
Sep 30, 2025	FOURTHSTONE LLC	3.37%	378.14K	8.25M	378.14K	+100.00%
Sep 30, 2025	AZORA CAPITAL LP	3.56%	399.06K	8.7M	399.06K	+100.00%
Sep 30, 2025		6.41%	719.21K	15.69M	719.21K	+100.00%
Sep 30, 2025	AMALGAMATED BANK	0%	150	3K	150	+100.00%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	386	8.42K	386	+100.00%
Sep 30, 2025	BERKELEY CAPITAL PARTNERS, LLC	3.4%	380.93K	8.2M	-14.18K	-3.59%
Sep 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.18%	20K	436.2K	20K	+100.00%

Insiders

Among the COSO insiders holding of 11.85% of the stake in company, STONE STEPHEN R., PRESIDENT AND CEO, holds the largest shares of 120.39K. VALDUGA ANTHONY P., CFO AND COO, is the second largest COSO insider with ownership of 86.12K shares. HIGH MICHAEL B, director, stands third with possession of 1.5K shares of that stake.

Insiders	Designation	Shares Held
STONE STEPHEN R.	PRESIDENT AND CEO	120.39K
VALDUGA ANTHONY P.	CFO AND COO	86.12K
HIGH MICHAEL B	director	1.5K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 06, 2026	VALDUGA ANTHONY P.	SALE	25.84	4.56K	117.78K	86.12K
Mar 09, 2026	STONE STEPHEN R.	PURCHASE	24.15	200	4.83K	120.39K
Feb 10, 2026	HIGH MICHAEL B	PURCHASE	25.14	1.5K	37.71K	1.5K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1.7K2

SALES4.56K1

NET SHARES-2.86K1

SHARES HELD208K3

% NET SHARES-101.37%-66.67%

Frequently Asked Questions