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Kennedy Capital Management’s Third Coast Bancshares TCBX Stock Holding History

Kennedy Capital 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 		$18.5M Sell
458,725
-7,732
-2% -$301K 0.33% 86
2026
Q1 		$17.6M Buy
466,457
+7,840
+2% +$310K 0.37% 77
2025
Q4 		$17.4M Buy
458,617
+570
+0.1% +$21.8K 0.37% 82
2025
Q3 		$17.4M Buy
458,047
+54,713
+14% +$2.08M 0.38% 68
2025
Q2 		$13.2M Buy
403,334
+24,298
+6% +$741K 0.31% 93
2025
Q1 		$12.6M Buy
379,036
+67,242
+22% +$2.33M 0.3% 100
2024
Q4 		$10.6M Sell
311,794
-1,401
-0.4% -$45.6K 0.24% 128
2024
Q3 		$8.38M Sell
313,195
-18,072
-5% -$433K 0.19% 186
2024
Q2 		$7.05M Buy
331,267
+2,204
+0.7% +$44.2K 0.15% 227
2024
Q1 		$6.59M Buy
329,063
+111,915
+52% +$2.17M 0.14% 256
2023
Q4 		$4.31M Sell
217,148
-205
-0.1% -$3.56K 0.09% 330
2023
Q3 		$3.72M Buy
217,353
+26,592
+14% +$497K 0.09% 346
2023
Q2 		$3.03M Buy
+190,761
New +$2.96M 0.07% 394
2022
Q3 		– Sell
-192,008
Closed -$4.21M – 627
2022
Q2 		$4.21M Sell
192,008
-80,004
-29% -$1.86M 0.12% 304
2022
Q1 		$6.28M Buy
272,012
+49,657
+22% +$1.18M 0.15% 255
2021
Q4 		$5.78M Buy
+222,355
New +$5.97M 0.12% 312

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kennedy Capital Management's TCBX Position: Q2 2026 in Review

Kennedy Capital Management reduced its Third Coast Bancshares (TCBX) stake by 1.7% in Q2 2026, selling an estimated $301K and leaving 458,725 shares worth $18.5M. The position accounts for 0.33% of the portfolio, ranked #86.

Kennedy Capital Management first reported a position in TCBX in Q4 2021 and has held it in 16 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Kennedy Capital Management held 458,725 shares of Third Coast Bancshares worth $18.5M as of Q2 2026.
  • Kennedy Capital Management sold 7,732 Third Coast Bancshares shares in Q2 2026, an estimated $301K.
  • Third Coast Bancshares made up 0.33% of Kennedy Capital Management's portfolio in Q2 2026, its #86 holding.
  • Kennedy Capital Management first reported a position in Third Coast Bancshares in Q4 2021 and has held it in 16 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.