Jones Financial Companies
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Jones Financial Companies’s Third Coast Bancshares TCBX Stock Holding History

Jones Financial Companies’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 		$80K Hold
1,962
– – ﹤0.01% 2936
2026
Q1 		$73K Hold
1,962
– – ﹤0.01% 2799
2025
Q4 		$74.6K Buy
1,962
+1,907
+3,467% +$73K ﹤0.01% 2343
2025
Q3 		$2.17K Hold
55
– – ﹤0.01% 3664
2025
Q2 		$1.83K Hold
55
– – ﹤0.01% 3485
2025
Q1 		$1.82K Hold
55
– – ﹤0.01% 3266
2024
Q4 		$1.87K Buy
+55
New +$1.79K ﹤0.01% 3017

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

Jones Financial Companies's TCBX Position: Q2 2026 in Review

Jones Financial Companies held its Third Coast Bancshares (TCBX) position steady in Q2 2026 at 1,962 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Jones Financial Companies first reported a position in TCBX in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Jones Financial Companies held 1,962 shares of Third Coast Bancshares worth $80K as of Q2 2026.
  • Jones Financial Companies left its Third Coast Bancshares share count unchanged in Q2 2026.
  • Third Coast Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2936 holding.
  • Jones Financial Companies first reported a position in Third Coast Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.