Integrated Wealth Concepts’s Third Coast Bancshares TCBX Stock Holding History

Integrated Wealth Concepts’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	$8.81K	Buy	+218	New	+$8.5K	﹤0.01%	4639

Other funds holding TCBX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Concepts's TCBX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Third Coast Bancshares (TCBX) in Q2 2026: 218 shares worth $8.81K. The stake represents ﹤0.01% of the portfolio and ranks #4639 among its holdings.

143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

Integrated Wealth Concepts held 218 shares of Third Coast Bancshares worth $8.81K as of Q2 2026.
Third Coast Bancshares was a new Integrated Wealth Concepts position in Q2 2026.
Third Coast Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4639 holding.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.