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Clearstead Advisors’s Third Coast Bancshares TCBX Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-1
Closed -$38 – 3227
2025
Q3 		$38 Hold
1
– – ﹤0.01% 2994
2025
Q2 		$33 Buy
+1
New +$30 ﹤0.01% 2694

Other funds holding TCBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clearstead Advisors's TCBX Position: Q4 2025 in Review

Clearstead Advisors sold out of Third Coast Bancshares (TCBX) in Q4 2025, closing a stake of 1 share — an estimated $38 sold.

Clearstead Advisors first reported a position in TCBX in Q2 2025 and held it in 2 quarters. The position peaked at $38 in Q3 2025. 151 funds tracked by Wall St. Rank hold TCBX as of Q4 2025.

  • Clearstead Advisors reported no remaining Third Coast Bancshares position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1 Third Coast Bancshares share in Q4 2025, an estimated $38.
  • Clearstead Advisors first reported a position in Third Coast Bancshares in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Third Coast Bancshares position peaked at $38 in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.