Doliver Advisors’s Third Coast Bancshares TCBX Stock Holding History

Doliver Advisors’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	$853K	Buy	21,107 +857	+4%	+$33.4K	0.19%	88
2026 Q1	$766K	Hold	20,250	–	–	0.17%	90
2025 Q4	$770K	Hold	20,250	–	–	0.19%	91
2025 Q3	$769K	Hold	20,250	–	–	0.2%	90
2025 Q2	$662K	Hold	20,250	–	–	0.18%	93
2025 Q1	$676K	Hold	20,250	–	–	0.19%	83
2024 Q4	$687K	Buy	20,250 +6,250	+45%	+$203K	0.19%	78
2024 Q3	$375K	Hold	14,000	–	–	0.1%	111
2024 Q2	$298K	Sell	14,000 -1,500	-10%	-$30.1K	0.08%	122
2024 Q1	$310K	Hold	15,500	–	–	0.09%	120
2023 Q4	$308K	Buy	+15,500	New	+$269K	0.09%	122

Other funds holding TCBX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Doliver Advisors's TCBX Position: Q2 2026 in Review

Doliver Advisors increased its Third Coast Bancshares (TCBX) stake by 4.2% in Q2 2026, buying an estimated $33.4K and bringing the position to 21,107 shares worth $853K. The position accounts for 0.19% of the portfolio, ranked #88.

Doliver Advisors first reported a position in TCBX in Q4 2023 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

Doliver Advisors held 21,107 shares of Third Coast Bancshares worth $853K as of Q2 2026.
Doliver Advisors bought 857 Third Coast Bancshares shares in Q2 2026, an estimated $33.4K.
Third Coast Bancshares made up 0.19% of Doliver Advisors's portfolio in Q2 2026, its #88 holding.
Doliver Advisors first reported a position in Third Coast Bancshares in Q4 2023 and has held it in 11 quarters since.
30 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.