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 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 $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

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Avion Wealth's TCBX Position: Q1 2026 in Review

Avion Wealth held its Third Coast Bancshares (TCBX) position steady in Q1 2026 at 6,800 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #83.

Avion Wealth first reported a position in TCBX in Q2 2023 and has held it in 12 quarters since. The position peaked at $258K in Q4 2025. 151 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

Avion Wealth held 6,800 shares of Third Coast Bancshares worth $257K as of Q1 2026.
Avion Wealth left its Third Coast Bancshares share count unchanged in Q1 2026.
Third Coast Bancshares made up 0.05% of Avion Wealth's portfolio in Q1 2026, its #83 holding.
Avion Wealth first reported a position in Third Coast Bancshares in Q2 2023 and has held it in 12 quarters since.
Avion Wealth's Third Coast Bancshares position peaked at $258K in Q4 2025.
151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.