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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
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

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

Krilogy Financial's TCBX Position: Q2 2026 in Review

Krilogy Financial increased its Third Coast Bancshares (TCBX) stake by 0.16% in Q2 2026, buying an estimated $507 and bringing the position to 8,145 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #791.

Krilogy Financial first reported a position in TCBX in Q3 2025 and has held it in 4 quarters since. The position peaked at $334K in Q1 2026. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Krilogy Financial held 8,145 shares of Third Coast Bancshares worth $329K as of Q2 2026.
  • Krilogy Financial bought 13 Third Coast Bancshares shares in Q2 2026, an estimated $507.
  • Third Coast Bancshares made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #791 holding.
  • Krilogy Financial first reported a position in Third Coast Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Third Coast Bancshares position peaked at $334K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.