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

Annex Advisory Services’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	$1.75M	Sell	43,273 -1,705	-4%	-$66.5K	0.03%	165
2026 Q1	$1.7M	Sell	44,978 -1,627	-3%	-$64.4K	0.03%	160
2025 Q4	$1.77M	Sell	46,605 -724	-2%	-$27.7K	0.03%	160
2025 Q3	$1.8M	Sell	47,329 -7,809	-14%	-$296K	0.04%	136
2025 Q2	$1.8M	Buy	55,138 +2,624	+5%	+$80K	0.04%	132
2025 Q1	$1.75M	Buy	+52,514	New	+$1.82M	0.05%	126

Other funds holding TCBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Annex Advisory Services reduced its Third Coast Bancshares (TCBX) stake by 3.8% in Q2 2026, selling an estimated $66.5K and leaving 43,273 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #165.

Annex Advisory Services first reported a position in TCBX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.8M in Q2 2025. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

Annex Advisory Services held 43,273 shares of Third Coast Bancshares worth $1.75M as of Q2 2026.
Annex Advisory Services sold 1,705 Third Coast Bancshares shares in Q2 2026, an estimated $66.5K.
Third Coast Bancshares made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #165 holding.
Annex Advisory Services first reported a position in Third Coast Bancshares in Q1 2025 and has held it in 6 quarters since.
Annex Advisory Services's Third Coast Bancshares position peaked at $1.8M in Q2 2025.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.