A
TCBX icon

AJOVista’s Third Coast Bancshares TCBX Stock Holding History

AJOVista’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
2024
Q3 		$275K Buy
+10,258
New +$246K 1.17% 15
2024
Q1 		– Sell
-1,210
Closed -$24K – 383
2023
Q4 		$24K Buy
+1,210
New +$21K 0.03% 348

Other funds holding TCBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AJOVista's TCBX Position: Q3 2024 in Review

AJOVista opened a new position in Third Coast Bancshares (TCBX) in Q3 2024: 10,258 shares worth $275K. The stake represents 1.17% of the portfolio and ranks #15 among its holdings. This is a return to the name: AJOVista previously reported a position in TCBX as recently as Q4 2023.

AJOVista first reported a position in TCBX in Q4 2023 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold TCBX as of Q3 2024.

  • AJOVista held 10,258 shares of Third Coast Bancshares worth $275K as of Q3 2024.
  • Third Coast Bancshares was a new AJOVista position in Q3 2024.
  • Third Coast Bancshares made up 1.17% of AJOVista's portfolio in Q3 2024, its #15 holding.
  • AJOVista first reported a position in Third Coast Bancshares in Q4 2023 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.