CoastalSouth Bancshares, Inc. Strategic Asset Allocation Index

Latest as of March 2026: 135.0%

CoastalSouth Bancshares, Inc. 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 COSO equity financing ratio to measure how much of total assets are equity-financed.

SAAI

135.0%
Strategic Assets / Net Assets

Strategic Assets

$355.01 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$262.92 Million
USD

Strategic Asset Allocation Index of CoastalSouth Bancshares, Inc. (2015–2025)

Strategic asset allocation index of CoastalSouth Bancshares, Inc. from 2015 to 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. Check how tangible is CoastalSouth Bancshares, Inc.'s equity to evaluate the tangible quality of the company's equity base.

CoastalSouth Bancshares, Inc. Strategic Asset Allocation Index by Year (2015–2025)

CoastalSouth Bancshares, Inc. strategic asset allocation index by year from 2015 to 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. For live market cap and overall valuation, see market value of CoastalSouth Bancshares, Inc..

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 —
pp = percentage points