Avion Wealth’s Third Coast Bancshares TCBX Stock Holding History

Avion Wealth’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	$274K	Hold	6,800	–	–	0.05%	95
2026 Q1	$257K	Hold	6,800	–	–	0.05%	83
2025 Q4	$258K	Hold	6,800	–	–	0.05%	83
2025 Q3	$258K	Hold	6,800	–	–	0.06%	85
2025 Q2	$222K	Hold	6,800	–	–	0.05%	85
2025 Q1	$230K	Hold	6,800	–	–	0.06%	75
2024 Q4	$230K	Sell	6,800 -1,500	-18%	-$48.8K	0.06%	75
2024 Q3	$222K	Hold	8,300	–	–	0.06%	79
2024 Q2	$176K	Hold	8,300	–	–	0.05%	79
2024 Q1	$167K	Hold	8,300	–	–	0.04%	82
2023 Q4	$165K	Hold	8,300	–	–	0.05%	80
2023 Q3	$141K	Hold	8,300	–	–	0.04%	84
2023 Q2	$131K	Buy	+8,300	New	+$129K	0.03%	93

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

Avion Wealth's TCBX Position: Q2 2026 in Review

Avion Wealth held its Third Coast Bancshares (TCBX) position steady in Q2 2026 at 6,800 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #95.

Avion Wealth first reported a position in TCBX in Q2 2023 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

Avion Wealth held 6,800 shares of Third Coast Bancshares worth $274K as of Q2 2026.
Avion Wealth left its Third Coast Bancshares share count unchanged in Q2 2026.
Third Coast Bancshares made up 0.05% of Avion Wealth's portfolio in Q2 2026, its #95 holding.
Avion Wealth first reported a position in Third Coast Bancshares in Q2 2023 and has held it in 13 quarters since.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.