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Guided Capital Wealth Management’s Third Coast Bancshares TCBX Stock Holding History

Guided Capital Wealth Management’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 		$898K Sell
22,235
-2,400
-10% -$93.6K 0.53% 25
2026
Q1 		$932K Sell
24,635
-5,000
-17% -$198K 0.61% 25
2025
Q4 		$1.13M Buy
29,635
+6,500
+28% +$249K 0.79% 27
2025
Q3 		$878K Hold
23,135
– – 0.75% 27
2025
Q2 		$756K Hold
23,135
– – 0.58% 28
2025
Q1 		$772K Hold
23,135
– – 0.64% 28
2024
Q4 		$785K Buy
+23,135
New +$753K 0.72% 22

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

Guided Capital Wealth Management's TCBX Position: Q2 2026 in Review

Guided Capital Wealth Management reduced its Third Coast Bancshares (TCBX) stake by 9.7% in Q2 2026, selling an estimated $93.6K and leaving 22,235 shares worth $898K. The position accounts for 0.53% of the portfolio, ranked #25.

Guided Capital Wealth Management first reported a position in TCBX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2025. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Guided Capital Wealth Management held 22,235 shares of Third Coast Bancshares worth $898K as of Q2 2026.
  • Guided Capital Wealth Management sold 2,400 Third Coast Bancshares shares in Q2 2026, an estimated $93.6K.
  • Third Coast Bancshares made up 0.53% of Guided Capital Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Guided Capital Wealth Management first reported a position in Third Coast Bancshares in Q4 2024 and has held it in 7 quarters since.
  • Guided Capital Wealth Management's Third Coast Bancshares position peaked at $1.13M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Guided Capital Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.