Ategra Capital Management’s Third Coast Bancshares TCBX Stock Holding History

Ategra Capital Management’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 Q1	$7.75M	Buy	204,923 +22,741	+12%	+$899K	3.85%	13
2025 Q4	$6.92M	Hold	182,182	–	–	3.29%	13
2025 Q3	$6.92M	Sell	182,182 -52,326	-22%	-$1.99M	4.08%	13
2025 Q2	$7.66M	Hold	234,508	–	–	6.06%	9
2025 Q1	$7.83M	Hold	234,508	–	–	6.08%	9
2024 Q4	$7.96M	Sell	234,508 -34,589	-13%	-$1.13M	5.27%	10
2024 Q3	$7.2M	Buy	269,097 +32,436	+14%	+$776K	5.11%	11
2024 Q2	$5.03M	Sell	236,661 -28,314	-11%	-$568K	4.22%	10
2024 Q1	$5.3M	Buy	264,975 +32,626	+14%	+$632K	2.39%	13
2023 Q4	$4.62M	Buy	232,349 +104,050	+81%	+$1.81M	2.03%	16
2023 Q3	$2.19M	Buy	+128,299	New	+$2.4M	1.19%	23

Other funds holding TCBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MWA

Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

Ategra Capital Management's TCBX Position: Q1 2026 in Review

Ategra Capital Management increased its Third Coast Bancshares (TCBX) stake by 12% in Q1 2026, buying an estimated $899K and bringing the position to 204,923 shares worth $7.75M. The position accounts for 3.85% of the portfolio, ranked #13.

Ategra Capital Management first reported a position in TCBX in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.96M in Q4 2024. 151 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

Ategra Capital Management held 204,923 shares of Third Coast Bancshares worth $7.75M as of Q1 2026.
Ategra Capital Management bought 22,741 Third Coast Bancshares shares in Q1 2026, an estimated $899K.
Third Coast Bancshares made up 3.85% of Ategra Capital Management's portfolio in Q1 2026, its #13 holding.
Ategra Capital Management first reported a position in Third Coast Bancshares in Q3 2023 and has held it in 11 quarters since.
Ategra Capital Management's Third Coast Bancshares position peaked at $7.96M in Q4 2024.
151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Ategra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.