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Coldstream Capital Management’s Third Coast Bancshares TCBX Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-7
Closed -$234 – 3118
2025
Q1 		$234 Buy
+7
New +$243 ﹤0.01% 3472

Other funds holding TCBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Coldstream Capital Management's TCBX Position: Q2 2025 in Review

Coldstream Capital Management sold out of Third Coast Bancshares (TCBX) in Q2 2025, closing a stake of 7 shares — an estimated $234 sold.

Coldstream Capital Management first reported a position in TCBX in Q1 2025 and held it in 1 quarter. The position peaked at $234 in Q1 2025. 134 funds tracked by Wall St. Rank hold TCBX as of Q2 2025.

  • Coldstream Capital Management reported no remaining Third Coast Bancshares position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 7 Third Coast Bancshares shares in Q2 2025, an estimated $234.
  • Coldstream Capital Management first reported a position in Third Coast Bancshares in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Third Coast Bancshares position peaked at $234 in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.