AI Holders Summary · Q1 2026

88 institutions reported COSO in Q1 2026. Fourthstone LLC leads at 18.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

Fourthstone LLC

CIK 0001767803

$27M1.1M4.59%Q1 2026 02

Patriot Financial Partners GP II, L.P.

CIK 0002061817

$17M719K5.21%Q4 2025 03

BlackRock, Inc.

CIK 0002012383

$16M584K0.00%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$10M406K0.00%Q1 2026 05

Berkeley Capital Partners, LLC

CIK 0001667694

$10M356K1.97%Q2 2026 06

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$9M398K0.00%Q1 2026 07

MENDON CAPITAL ADVISORS CORP

CIK 0001177043

$8M330K3.14%Q1 2026 08

North Reef Capital Management LP

CIK 0001867831

$8M321K0.27%Q1 2026 09

Curi Capital, LLC

CIK 0001332905

$7M303K0.13%Q1 2026 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$6M258K0.00%Q1 2026 11

STATE STREET CORP

CIK 0000093751

$5M188K0.00%Q2 2026 12

EJF Capital LLC

CIK 0001353254

$5M193K3.34%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M191K0.00%Q1 2026 14

RAFFLES ASSOCIATES LP

CIK 0001169581

$3M121K2.59%Q1 2026 15

KLCM Advisors, Inc.

CIK 0001166620

$3M108K0.23%Q2 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$2M100K0.00%Q1 2026 17

Bleakley Financial Group, LLC

CIK 0001936953

$2M90K0.03%Q2 2026 18

BANC FUNDS CO LLC

CIK 0001029311

$2M86K0.39%Q1 2026 19

FIRST MANHATTAN CO. LLC.

CIK 0000728083

$2M78K0.01%Q1 2026 20

Elizabeth Park Capital Advisors, Ltd.

CIK 0001600583

$2M76K1.43%Q1 2026

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