Blue Trust Inc’s Third Coast Bancshares TCBX Stock Holding History

Blue Trust Inc’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	$5.56M	Hold	147,082	–	–	0.06%	90
2025 Q4	$5.59M	Hold	147,082	–	–	0.06%	90
2025 Q3	$5.58M	Hold	147,082	–	–	0.06%	92
2025 Q2	$4.81M	Hold	147,082	–	–	0.06%	104
2025 Q1	$4.91M	Hold	147,082	–	–	0.06%	91
2024 Q4	$4.99M	Hold	147,082	–	–	0.06%	91
2024 Q3	$3.13M	Buy	147,082 +2,632	+2%	+$63K	0.04%	110
2024 Q2	$2.89M	Hold	144,450	–	–	0.04%	103
2024 Q1	$2.89M	Hold	144,450	–	–	0.04%	86
2023 Q4	$2.47M	Hold	144,450	–	–	0.04%	87
2023 Q3	$2.29M	Hold	144,450	–	–	0.04%	105
2023 Q2	$2.27M	Hold	144,450	–	–	0.04%	102
2023 Q1	$2.66M	Buy	+144,450	New	+$2.59M	0.04%	103

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

Blue Trust Inc's TCBX Position: Q1 2026 in Review

Blue Trust Inc held its Third Coast Bancshares (TCBX) position steady in Q1 2026 at 147,082 shares worth $5.56M. The position accounts for 0.06% of the portfolio, ranked #90.

Blue Trust Inc first reported a position in TCBX in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.59M in Q4 2025. 151 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

Blue Trust Inc held 147,082 shares of Third Coast Bancshares worth $5.56M as of Q1 2026.
Blue Trust Inc left its Third Coast Bancshares share count unchanged in Q1 2026.
Third Coast Bancshares made up 0.06% of Blue Trust Inc's portfolio in Q1 2026, its #90 holding.
Blue Trust Inc first reported a position in Third Coast Bancshares in Q1 2023 and has held it in 13 quarters since.
Blue Trust Inc's Third Coast Bancshares position peaked at $5.59M in Q4 2025.
151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.