Carson Wealth (CWM LLC)
TCBX icon

Carson Wealth (CWM LLC)’s Third Coast Bancshares TCBX Stock Holding History

Carson Wealth (CWM LLC)’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 		$81.7K Sell
2,159
-99
-4% -$3.92K ﹤0.01% 3436
2025
Q4 		$86K Sell
2,258
-198
-8% -$7.58K ﹤0.01% 3188
2025
Q3 		$93K Buy
2,456
+498
+25% +$18.9K ﹤0.01% 3040
2025
Q2 		$64K Sell
1,958
-197
-9% -$6.01K ﹤0.01% 3088
2025
Q1 		$72K Buy
2,155
+225
+12% +$7.8K ﹤0.01% 2691
2024
Q4 		$66K Buy
1,930
+210
+12% +$6.83K ﹤0.01% 2590
2024
Q3 		$46K Buy
1,720
+811
+89% +$19.4K ﹤0.01% 2756
2024
Q2 		$19K Buy
909
+675
+288% +$13.5K ﹤0.01% 3158
2024
Q1 		$5K Buy
+234
New +$4.53K ﹤0.01% 3698

Other funds holding TCBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TCBX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Third Coast Bancshares (TCBX) stake by 4.4% in Q1 2026, selling an estimated $3.92K and leaving 2,159 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3436.

Carson Wealth (CWM LLC) first reported a position in TCBX in Q1 2024 and has held it in 9 quarters since. The position peaked at $93K in Q3 2025. 152 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,159 shares of Third Coast Bancshares worth $81.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 99 Third Coast Bancshares shares in Q1 2026, an estimated $3.92K.
  • Third Coast Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3436 holding.
  • Carson Wealth (CWM LLC) first reported a position in Third Coast Bancshares in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Third Coast Bancshares position peaked at $93K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.