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KDK Private Wealth Management’s Third Coast Bancshares TCBX Stock Holding History

KDK Private 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
Q2 		– Sell
-6,250
Closed -$236K – 62
2026
Q1 		$236K Hold
6,250
– – 0.22% 53
2025
Q4 		$238K Hold
6,250
– – 0.21% 65
2025
Q3 		$237K Sell
6,250
-8,350
-57% -$317K 0.24% 52
2025
Q2 		$477K Buy
+14,600
New +$445K 0.51% 34

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

KDK Private Wealth Management's TCBX Position: Q2 2026 in Review

KDK Private Wealth Management sold out of Third Coast Bancshares (TCBX) in Q2 2026, closing a stake of 6,250 shares — an estimated $236K sold.

KDK Private Wealth Management first reported a position in TCBX in Q2 2025 and held it in 4 quarters. The position peaked at $477K in Q2 2025. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • KDK Private Wealth Management reported no remaining Third Coast Bancshares position as of Q2 2026 after selling out during the quarter.
  • KDK Private Wealth Management sold 6,250 Third Coast Bancshares shares in Q2 2026, an estimated $236K.
  • KDK Private Wealth Management first reported a position in Third Coast Bancshares in Q2 2025 and held it in 4 quarters.
  • KDK Private Wealth Management's Third Coast Bancshares position peaked at $477K in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.