EverSource Wealth Advisors’s Third Coast Bancshares TCBX Stock Holding History

EverSource Wealth 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	$323	Buy	8 +3	+60%	+$117	﹤0.01%	4194
2026 Q1	$189	Sell	5 -23	-82%	-$910	﹤0.01%	4208
2025 Q4	$1.06K	Sell	28 -187	-87%	-$7.15K	﹤0.01%	3694
2025 Q3	$8.16K	Sell	215 -323	-60%	-$12.3K	﹤0.01%	2930
2025 Q2	$17.6K	Buy	+538	New	+$16.4K	﹤0.01%	2398
2025 Q1	–	Sell	-14	Closed	-$475	–	4171
2024 Q4	$475	Buy	+14	New	+$456	﹤0.01%	3217

Other funds holding TCBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors's TCBX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Third Coast Bancshares (TCBX) stake by 60% in Q2 2026, buying an estimated $117 and bringing the position to 8 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #4194.

EverSource Wealth Advisors first reported a position in TCBX in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.6K in Q2 2025. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

EverSource Wealth Advisors held 8 shares of Third Coast Bancshares worth $323 as of Q2 2026.
EverSource Wealth Advisors bought 3 Third Coast Bancshares shares in Q2 2026, an estimated $117.
Third Coast Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4194 holding.
EverSource Wealth Advisors first reported a position in Third Coast Bancshares in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's Third Coast Bancshares position peaked at $17.6K in Q2 2025.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.