Krilogy Financial
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Krilogy Financial’s Third Coast Bancshares TCBX Stock Holding History

Krilogy Financial’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
Q3 		$340K Buy
8,162
+17
+0.2% +$739 0.01% 806
2026
Q2 		$329K Buy
8,145
+13
+0.2% +$507 0.01% 791
2026
Q1 		$334K Buy
8,132
+1,999
+33% +$79.1K 0.01% 697
2025
Q4 		$244K Sell
6,133
-21
-0.3% -$803 0.01% 811
2025
Q3 		$231K Buy
+6,154
New +$234K 0.01% 775

Other funds holding TCBX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Krilogy Financial's TCBX Position: Q3 2026 in Review

Krilogy Financial increased its Third Coast Bancshares (TCBX) stake by 0.21% in Q3 2026, buying an estimated $739 and bringing the position to 8,162 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #806.

Krilogy Financial first reported a position in TCBX in Q3 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold TCBX as of Q3 2026.

  • Krilogy Financial held 8,162 shares of Third Coast Bancshares worth $340K as of Q3 2026.
  • Krilogy Financial bought 17 Third Coast Bancshares shares in Q3 2026, an estimated $739.
  • Third Coast Bancshares made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #806 holding.
  • Krilogy Financial first reported a position in Third Coast Bancshares in Q3 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.