Creative Planning
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Creative Planning’s Third Coast Bancshares TCBX Stock Holding History

Creative Planning’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 		$1.34M Buy
33,067
+4,862
+17% +$190K ﹤0.01% 2408
2026
Q1 		$1.07M Buy
28,205
+18,776
+199% +$743K ﹤0.01% 2401
2025
Q4 		$358K Sell
9,429
-559
-6% -$21.4K ﹤0.01% 3118
2025
Q3 		$379K Buy
+9,988
New +$379K ﹤0.01% 2959

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

Creative Planning's TCBX Position: Q2 2026 in Review

Creative Planning increased its Third Coast Bancshares (TCBX) stake by 17% in Q2 2026, buying an estimated $190K and bringing the position to 33,067 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Creative Planning first reported a position in TCBX in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Creative Planning held 33,067 shares of Third Coast Bancshares worth $1.34M as of Q2 2026.
  • Creative Planning bought 4,862 Third Coast Bancshares shares in Q2 2026, an estimated $190K.
  • Third Coast Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2408 holding.
  • Creative Planning first reported a position in Third Coast Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.