Corient Private Wealth’s Third Coast Bancshares TCBX Stock Holding History

Corient Private Wealth’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 Q2	$823K	Sell	20,373 -27	-0.1%	-$1.05K	﹤0.01%	1920
2026 Q1	$772K	Buy	20,400 +60	+0.3%	+$2.37K	﹤0.01%	1791
2025 Q4	$773K	Buy	20,340 +156	+0.8%	+$5.97K	﹤0.01%	1635
2025 Q3	$766K	Buy	20,184 +22	+0.1%	+$835	﹤0.01%	1555
2025 Q2	$659K	Buy	20,162 +2,443	+14%	+$74.5K	﹤0.01%	1561
2025 Q1	$591K	Hold	17,719	–	–	﹤0.01%	1517
2024 Q4	$602K	Hold	17,719	–	–	﹤0.01%	1520
2024 Q3	$474K	Hold	17,719	–	–	﹤0.01%	1763
2024 Q2	$377K	Hold	17,719	–	–	﹤0.01%	1786
2024 Q1	$355K	Hold	17,719	–	–	﹤0.01%	1807
2023 Q4	$352K	Hold	17,719	–	–	﹤0.01%	1789
2023 Q3	$303K	Hold	17,719	–	–	﹤0.01%	1749
2023 Q2	$281K	Buy	+17,719	New	+$275K	﹤0.01%	1727

Other funds holding TCBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Corient Private Wealth's TCBX Position: Q2 2026 in Review

Corient Private Wealth reduced its Third Coast Bancshares (TCBX) stake by 0.13% in Q2 2026, selling an estimated $1.05K and leaving 20,373 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Corient Private Wealth first reported a position in TCBX in Q2 2023 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

Corient Private Wealth held 20,373 shares of Third Coast Bancshares worth $823K as of Q2 2026.
Corient Private Wealth sold 27 Third Coast Bancshares shares in Q2 2026, an estimated $1.05K.
Third Coast Bancshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1920 holding.
Corient Private Wealth first reported a position in Third Coast Bancshares in Q2 2023 and has held it in 13 quarters since.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.