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IFP Advisors’s Third Coast Bancshares TCBX Stock Holding History

IFP Advisors’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 		$187K Buy
4,622
+4,600
+20,909% +$179K ﹤0.01% 1572
2026
Q1 		$832 Sell
22
-1
-4% -$40 ﹤0.01% 4275
2025
Q4 		$874 Hold
23
– – ﹤0.01% 4114
2025
Q3 		$873 Buy
23
+22
+2,200% +$835 ﹤0.01% 4006
2025
Q2 		$1.27K Buy
+1
New +$30 ﹤0.01% 4117

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

IFP Advisors's TCBX Position: Q2 2026 in Review

IFP Advisors increased its Third Coast Bancshares (TCBX) stake by 20,909% in Q2 2026, buying an estimated $179K and bringing the position to 4,622 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

IFP Advisors first reported a position in TCBX in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • IFP Advisors held 4,622 shares of Third Coast Bancshares worth $187K as of Q2 2026.
  • IFP Advisors bought 4,600 Third Coast Bancshares shares in Q2 2026, an estimated $179K.
  • Third Coast Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1572 holding.
  • IFP Advisors first reported a position in Third Coast Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.