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Allworth Financial’s Third Coast Bancshares TCBX Stock Holding History

Allworth Financial’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 		$3.03K Buy
75
+40
+114% +$1.56K ﹤0.01% 4344
2026
Q1 		$1.32K Buy
35
+14
+67% +$554 ﹤0.01% 4482
2025
Q4 		$799 Sell
21
-4
-16% -$153 ﹤0.01% 4422
2025
Q3 		$950 Hold
25
– – ﹤0.01% 4272
2025
Q2 		$817 Buy
25
+13
+108% +$396 ﹤0.01% 4013
2025
Q1 		$349 Buy
+12
New +$416 ﹤0.01% 3768

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

Allworth Financial's TCBX Position: Q2 2026 in Review

Allworth Financial increased its Third Coast Bancshares (TCBX) stake by 114% in Q2 2026, buying an estimated $1.56K and bringing the position to 75 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4344.

Allworth Financial first reported a position in TCBX in Q1 2025 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Allworth Financial held 75 shares of Third Coast Bancshares worth $3.03K as of Q2 2026.
  • Allworth Financial bought 40 Third Coast Bancshares shares in Q2 2026, an estimated $1.56K.
  • Third Coast Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4344 holding.
  • Allworth Financial first reported a position in Third Coast Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.