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Essential Partners’s Third Coast Bancshares TCBX Stock Holding History

Essential Partners’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 		$808 Buy
20
+3
+18% +$117 ﹤0.01% 2337
2026
Q1 		$643 Sell
17
-36
-68% -$1.42K ﹤0.01% 2361
2025
Q4 		$2.02K Sell
53
-38
-42% -$1.45K ﹤0.01% 1794
2025
Q3 		$3.46K Buy
91
+84
+1,200% +$3.19K ﹤0.01% 1574
2025
Q2 		$229 Buy
+7
New +$213 ﹤0.01% 1914

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

Essential Partners's TCBX Position: Q2 2026 in Review

Essential Partners increased its Third Coast Bancshares (TCBX) stake by 18% in Q2 2026, buying an estimated $117 and bringing the position to 20 shares worth $808. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Essential Partners first reported a position in TCBX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.46K in Q3 2025. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Essential Partners held 20 shares of Third Coast Bancshares worth $808 as of Q2 2026.
  • Essential Partners bought 3 Third Coast Bancshares shares in Q2 2026, an estimated $117.
  • Third Coast Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2337 holding.
  • Essential Partners first reported a position in Third Coast Bancshares in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Third Coast Bancshares position peaked at $3.46K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.