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Advisory Services Network’s Third Coast Bancshares TCBX Stock Holding History

Advisory Services Network’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
Q2 		– Sell
-637
Closed -$24.1K – 4361
2026
Q1 		$24.1K Buy
+637
New +$25.2K ﹤0.01% 3090
2025
Q4 		– Sell
-820
Closed -$31.1K – 3993
2025
Q3 		$31.1K Buy
+820
New +$31.1K ﹤0.01% 2734

Other funds holding TCBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Advisory Services Network's TCBX Position: Q2 2026 in Review

Advisory Services Network sold out of Third Coast Bancshares (TCBX) in Q2 2026, closing a stake of 637 shares — an estimated $24.1K sold.

Advisory Services Network first reported a position in TCBX in Q3 2025 and held it in 2 quarters. The position peaked at $31.1K in Q3 2025. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Advisory Services Network reported no remaining Third Coast Bancshares position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 637 Third Coast Bancshares shares in Q2 2026, an estimated $24.1K.
  • Advisory Services Network first reported a position in Third Coast Bancshares in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's Third Coast Bancshares position peaked at $31.1K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.