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 Q3	$895K	Hold	21,107	–	–	0.2%	75
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 $13.5B AUM 16.58% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Doliver Advisors's TCBX Position: Q3 2026 in Review

Doliver Advisors held its Third Coast Bancshares (TCBX) position steady in Q3 2026 at 21,107 shares worth $895K. The position accounts for 0.2% of the portfolio, ranked #75.

Doliver Advisors first reported a position in TCBX in Q4 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold TCBX as of Q3 2026.

Doliver Advisors held 21,107 shares of Third Coast Bancshares worth $895K as of Q3 2026.
Doliver Advisors left its Third Coast Bancshares share count unchanged in Q3 2026.
Third Coast Bancshares made up 0.2% of Doliver Advisors's portfolio in Q3 2026, its #75 holding.
Doliver Advisors first reported a position in Third Coast Bancshares in Q4 2023 and has held it in 12 quarters since.
38 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.