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 Q3	$1.27K	Buy	30 +10	+50%	+$435	﹤0.01%	2094
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

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

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

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

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Essential Partners's TCBX Position: Q3 2026 in Review

Essential Partners increased its Third Coast Bancshares (TCBX) stake by 50% in Q3 2026, buying an estimated $435 and bringing the position to 30 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Essential Partners first reported a position in TCBX in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.46K in Q3 2025. 24 funds tracked by Wall St. Rank hold TCBX as of Q3 2026.

Essential Partners held 30 shares of Third Coast Bancshares worth $1.27K as of Q3 2026.
Essential Partners bought 10 Third Coast Bancshares shares in Q3 2026, an estimated $435.
Third Coast Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2094 holding.
Essential Partners first reported a position in Third Coast Bancshares in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Third Coast Bancshares position peaked at $3.46K in Q3 2025.
24 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.