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Scheeler Financial LLC’s Third Coast Bancshares TCBX Stock Holding History

Scheeler Financial LLC’s Portfolio TCBX Stock Details TCBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$228K Buy
+5,376
New +$234K 0.17% 63

Other funds holding TCBX

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Scheeler Financial LLC's TCBX Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Third Coast Bancshares (TCBX) in Q3 2026: 5,376 shares worth $228K. The stake represents 0.17% of the portfolio and ranks #63 among its holdings.

7 funds tracked by Wall St. Rank hold TCBX as of Q3 2026.

  • Scheeler Financial LLC held 5,376 shares of Third Coast Bancshares worth $228K as of Q3 2026.
  • Third Coast Bancshares was a new Scheeler Financial LLC position in Q3 2026.
  • Third Coast Bancshares made up 0.17% of Scheeler Financial LLC's portfolio in Q3 2026, its #63 holding.
  • 7 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.