C
TCBX icon

Covestor’s Third Coast Bancshares TCBX Stock Holding History

Covestor’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 		$12K Buy
288
+22
+8% +$858 0.01% 1466
2026
Q1 		$10K Sell
266
-2
-0.7% -$79 0.01% 1427
2025
Q4 		$10K Sell
268
-16
-6% -$612 0.01% 1595
2025
Q3 		$11K Sell
284
-116
-29% -$4.4K 0.01% 1570
2025
Q2 		$13K Buy
400
+338
+545% +$10.3K 0.01% 1427
2025
Q1 		$2K Sell
62
-47
-43% -$1.63K ﹤0.01% 1890
2024
Q4 		$4K Buy
109
+50
+85% +$1.63K ﹤0.01% 1774
2024
Q3 		$2K Sell
59
-15
-20% -$359 ﹤0.01% 1859
2024
Q2 		$2K Buy
74
+13
+21% +$261 ﹤0.01% 1890
2024
Q1 		$1K Buy
61
+13
+27% +$252 ﹤0.01% 2118
2023
Q4 		$1K Sell
48
-26
-35% -$451 ﹤0.01% 2039
2023
Q3 		$1K Sell
74
-24
-24% -$448 ﹤0.01% 2001
2023
Q2 		$2K Sell
98
-30
-23% -$465 ﹤0.01% 1872
2023
Q1 		$2K Buy
128
+88
+220% +$1.58K ﹤0.01% 1793
2022
Q4 		$1K Buy
+40
New +$741 ﹤0.01% 1937

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
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

Covestor's TCBX Position: Q2 2026 in Review

Covestor increased its Third Coast Bancshares (TCBX) stake by 8.3% in Q2 2026, buying an estimated $858 and bringing the position to 288 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1466.

Covestor first reported a position in TCBX in Q4 2022 and has held it in 15 quarters since. The position peaked at $13K in Q2 2025. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Covestor held 288 shares of Third Coast Bancshares worth $12K as of Q2 2026.
  • Covestor bought 22 Third Coast Bancshares shares in Q2 2026, an estimated $858.
  • Third Coast Bancshares made up 0.01% of Covestor's portfolio in Q2 2026, its #1466 holding.
  • Covestor first reported a position in Third Coast Bancshares in Q4 2022 and has held it in 15 quarters since.
  • Covestor's Third Coast Bancshares position peaked at $13K in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.