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 Q3	$6.23M	Hold	147,082	–	–	0.07%	95
2026 Q2	$5.94M	Hold	147,082	–	–	0.06%	91
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Blue Trust Inc's TCBX Position: Q3 2026 in Review

Blue Trust Inc held its Third Coast Bancshares (TCBX) position steady in Q3 2026 at 147,082 shares worth $6.23M. The position accounts for 0.07% of the portfolio, ranked #95.

Blue Trust Inc first reported a position in TCBX in Q1 2023 and has held it in 15 quarters since. 32 funds tracked by Wall St. Rank hold TCBX as of Q3 2026.

Blue Trust Inc held 147,082 shares of Third Coast Bancshares worth $6.23M as of Q3 2026.
Blue Trust Inc left its Third Coast Bancshares share count unchanged in Q3 2026.
Third Coast Bancshares made up 0.07% of Blue Trust Inc's portfolio in Q3 2026, its #95 holding.
Blue Trust Inc first reported a position in Third Coast Bancshares in Q1 2023 and has held it in 15 quarters since.
32 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.