CoastalSouth Bancshares, Inc. (COSO) — Strategic Asset Allocation Index
CoastalSouth Bancshares, Inc. (COSO) has a Strategic Asset Allocation Index of 135.0% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $355.01 Million) total $355.01 Million, measured against net assets of $262.92 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is CoastalSouth Bancshares, Inc.'s balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
CoastalSouth Bancshares, Inc. Strategic Asset Allocation Index (2015–2025)
This chart shows how CoastalSouth Bancshares, Inc.'s Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of March 2026, the index stands at 135.0%, representing strategic assets of $355.01 Million against net assets of $262.92 Million USD. For live market cap and overall valuation, see CoastalSouth Bancshares, Inc. stock valuation.
Annual Strategic Asset Allocation Index for CoastalSouth Bancshares, Inc. (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for CoastalSouth Bancshares, Inc. from 2015 to 2025, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See CoastalSouth Bancshares, Inc. (COSO) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 130.7% | $339.26 Million | $- | $339.26 Million | $259.53 Million | ▼ -44.8 pp |
| 2024 | 175.6% | $342.75 Million | $- | $342.75 Million | $195.23 Million | ▼ -57.3 pp |
| 2023 | 232.9% | $363.40 Million | $- | $363.40 Million | $156.04 Million | ▼ -99.5 pp |
| 2022 | 332.4% | $394.86 Million | $23.35 Million | $371.52 Million | $118.80 Million | ▲ +79.9 pp |
| 2021 | 252.4% | $315.38 Million | $20.63 Million | $294.75 Million | $124.93 Million | ▲ +115.4 pp |
| 2020 | 137.0% | $139.72 Million | $18.51 Million | $121.21 Million | $101.99 Million | ▲ +53.2 pp |
| 2019 | 83.8% | $77.37 Million | $14.87 Million | $62.50 Million | $92.29 Million | ▼ -23.3 pp |
| 2018 | 107.2% | $72.69 Million | $12.05 Million | $60.64 Million | $67.83 Million | ▲ +2.8 pp |
| 2017 | 104.4% | $59.65 Million | $1.17 Million | $58.47 Million | $57.14 Million | ▼ -28.1 pp |
| 2016 | 132.4% | $45.28 Million | $1.66 Million | $43.63 Million | $34.19 Million | ▼ -18.0 pp |
| 2015 | 150.5% | $51.34 Million | $1.57 Million | $49.76 Million | $34.12 Million | — |