Creative Planning
TCBX icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Creative Planning's TCBX Position: Q1 2026 in Review

Creative Planning increased its Third Coast Bancshares (TCBX) stake by 199% in Q1 2026, buying an estimated $743K and bringing the position to 28,205 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

Creative Planning first reported a position in TCBX in Q3 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

  • Creative Planning held 28,205 shares of Third Coast Bancshares worth $1.07M as of Q1 2026.
  • Creative Planning bought 18,776 Third Coast Bancshares shares in Q1 2026, an estimated $743K.
  • Third Coast Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2401 holding.
  • Creative Planning first reported a position in Third Coast Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.