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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Krilogy Financial's TCBX Position: Q1 2026 in Review

Krilogy Financial increased its Third Coast Bancshares (TCBX) stake by 33% in Q1 2026, buying an estimated $79.1K and bringing the position to 8,132 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #697.

Krilogy Financial first reported a position in TCBX in Q3 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

  • Krilogy Financial held 8,132 shares of Third Coast Bancshares worth $334K as of Q1 2026.
  • Krilogy Financial bought 1,999 Third Coast Bancshares shares in Q1 2026, an estimated $79.1K.
  • Third Coast Bancshares made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #697 holding.
  • Krilogy Financial first reported a position in Third Coast Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.