Beaumont Asset Management’s Third Coast Bancshares TCBX Stock Holding History

Beaumont Asset 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 Q2	–	Sell	-6,044	Closed	-$229K	–	83
2026 Q1	$229K	Sell	6,044 -1,250	-17%	-$49.4K	0.1%	71
2025 Q4	$277K	Sell	7,294 -661	-8%	-$25.3K	0.14%	64
2025 Q3	$302K	Sell	7,955 -589	-7%	-$22.4K	0.15%	57
2025 Q2	$279K	Hold	8,544	–	–	0.15%	57
2025 Q1	$285K	Hold	8,544	–	–	0.17%	63
2024 Q4	$290K	Hold	8,544	–	–	0.17%	59
2024 Q3	$229K	Sell	8,544 -6,250	-42%	-$150K	0.13%	64
2024 Q2	$315K	Sell	14,794 -750	-5%	-$15K	0.2%	57
2024 Q1	$311K	Sell	15,544 -750	-5%	-$14.5K	0.21%	60
2023 Q4	$324K	Sell	16,294 -750	-4%	-$13K	0.23%	59
2023 Q3	$291K	Sell	17,044 -500	-3%	-$9.34K	0.24%	57
2023 Q2	$278K	Sell	17,544 -3,875	-18%	-$60.1K	0.21%	61
2023 Q1	$336K	Sell	21,419 -1,875	-8%	-$33.6K	0.25%	64
2022 Q4	$429K	Hold	23,294	–	–	0.31%	59
2022 Q3	$398K	Sell	23,294 -20,850	-47%	-$408K	0.32%	56
2022 Q2	$966K	Buy	44,144 +1,000	+2%	+$23.2K	0.73%	31
2022 Q1	$996K	Buy	+43,144	New	+$1.03M	0.67%	31

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

Beaumont Asset Management's TCBX Position: Q2 2026 in Review

Beaumont Asset Management sold out of Third Coast Bancshares (TCBX) in Q2 2026, closing a stake of 6,044 shares — an estimated $229K sold.

Beaumont Asset Management first reported a position in TCBX in Q1 2022 and held it in 17 quarters. The position peaked at $996K in Q1 2022. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

Beaumont Asset Management reported no remaining Third Coast Bancshares position as of Q2 2026 after selling out during the quarter.
Beaumont Asset Management sold 6,044 Third Coast Bancshares shares in Q2 2026, an estimated $229K.
Beaumont Asset Management first reported a position in Third Coast Bancshares in Q1 2022 and held it in 17 quarters.
Beaumont Asset Management's Third Coast Bancshares position peaked at $996K in Q1 2022.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.