Wavvest Wealth LLC’s Third Coast Bancshares TCBX Stock Holding History

Wavvest Wealth LLC’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	$485K	Buy	+11,450	New	+$498K	0.39%	65

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wavvest Wealth LLC's TCBX Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Third Coast Bancshares (TCBX) in Q3 2026: 11,450 shares worth $485K. The stake represents 0.39% of the portfolio and ranks #65 among its holdings.

22 funds tracked by Wall St. Rank hold TCBX as of Q3 2026.

Wavvest Wealth LLC held 11,450 shares of Third Coast Bancshares worth $485K as of Q3 2026.
Third Coast Bancshares was a new Wavvest Wealth LLC position in Q3 2026.
Third Coast Bancshares made up 0.39% of Wavvest Wealth LLC's portfolio in Q3 2026, its #65 holding.
22 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.