Focus Partners Wealth
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Focus Partners Wealth’s Third Coast Bancshares TCBX Stock Holding History

Focus Partners Wealth’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
2025
Q2 		– Sell
-41,699
Closed -$1.39M – 2130
2025
Q1 		$1.39M Buy
41,699
+8
+0% +$277 ﹤0.01% 957
2024
Q4 		$1.42M Sell
41,691
-8,309
-17% -$270K ﹤0.01% 956
2024
Q3 		$1.34M Buy
+50,000
New +$1.2M ﹤0.01% 875

Other funds holding TCBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Focus Partners Wealth's TCBX Position: Q2 2025 in Review

Focus Partners Wealth sold out of Third Coast Bancshares (TCBX) in Q2 2025, closing a stake of 41,699 shares — an estimated $1.39M sold.

Focus Partners Wealth first reported a position in TCBX in Q3 2024 and held it in 3 quarters. The position peaked at $1.42M in Q4 2024. 134 funds tracked by Wall St. Rank hold TCBX as of Q2 2025.

  • Focus Partners Wealth reported no remaining Third Coast Bancshares position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 41,699 Third Coast Bancshares shares in Q2 2025, an estimated $1.39M.
  • Focus Partners Wealth first reported a position in Third Coast Bancshares in Q3 2024 and held it in 3 quarters.
  • Focus Partners Wealth's Third Coast Bancshares position peaked at $1.42M in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.