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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Guided Capital Wealth Management's TCBX Position: Q1 2026 in Review

Guided Capital Wealth Management reduced its Third Coast Bancshares (TCBX) stake by 17% in Q1 2026, selling an estimated $198K and leaving 24,635 shares worth $932K. The position accounts for 0.61% of the portfolio, ranked #25.

Guided Capital Wealth Management first reported a position in TCBX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 151 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

  • Guided Capital Wealth Management held 24,635 shares of Third Coast Bancshares worth $932K as of Q1 2026.
  • Guided Capital Wealth Management sold 5,000 Third Coast Bancshares shares in Q1 2026, an estimated $198K.
  • Third Coast Bancshares made up 0.61% of Guided Capital Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Guided Capital Wealth Management first reported a position in Third Coast Bancshares in Q4 2024 and has held it in 6 quarters since.
  • Guided Capital Wealth Management's Third Coast Bancshares position peaked at $1.13M in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.