Hillsdale Investment Management’s Third Coast Bancshares TCBX Stock Holding History

Hillsdale Investment 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	$5.62M	Sell	148,600 -13,500	-8%	-$534K	0.15%	159
2025 Q4	$6.16M	Buy	162,100 +2,600	+2%	+$99.5K	0.17%	156
2025 Q3	$6.06M	Buy	159,500 +10,600	+7%	+$402K	0.18%	164
2025 Q2	$4.86M	Buy	148,900 +37,600	+34%	+$1.15M	0.18%	175
2025 Q1	$3.71M	Buy	111,300 +1,700	+2%	+$59K	0.19%	137
2024 Q4	$3.72M	Sell	109,600 -1,100	-1%	-$35.8K	0.19%	154
2024 Q3	$2.96M	Buy	+110,700	New	+$2.65M	0.23%	165
2023 Q4	–	Sell	-280	Closed	-$4.79K	–	643
2023 Q3	$4.79K	Buy	+280	New	+$5.23K	﹤0.01%	524

Other funds holding TCBX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Hillsdale Investment Management's TCBX Position: Q1 2026 in Review

Hillsdale Investment Management reduced its Third Coast Bancshares (TCBX) stake by 8.3% in Q1 2026, selling an estimated $534K and leaving 148,600 shares worth $5.62M. The position accounts for 0.15% of the portfolio, ranked #159.

Hillsdale Investment Management first reported a position in TCBX in Q3 2023 and has held it in 8 quarters since. The position peaked at $6.16M in Q4 2025. 151 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

Hillsdale Investment Management held 148,600 shares of Third Coast Bancshares worth $5.62M as of Q1 2026.
Hillsdale Investment Management sold 13,500 Third Coast Bancshares shares in Q1 2026, an estimated $534K.
Third Coast Bancshares made up 0.15% of Hillsdale Investment Management's portfolio in Q1 2026, its #159 holding.
Hillsdale Investment Management first reported a position in Third Coast Bancshares in Q3 2023 and has held it in 8 quarters since.
Hillsdale Investment Management's Third Coast Bancshares position peaked at $6.16M in Q4 2025.
151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.