Martingale Asset Management’s Third Coast Bancshares TCBX Stock Holding History

Martingale Asset 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	$1.16M	Sell	28,673 -29,734	-51%	-$1.16M	0.03%	505
2026 Q1	$2.21M	Buy	58,407 +10,400	+22%	+$411K	0.06%	324
2025 Q4	$1.82M	Buy	48,007 +7,568	+19%	+$290K	0.05%	334
2025 Q3	$1.54M	Sell	40,439 -1,864	-4%	-$70.8K	0.04%	388
2025 Q2	$1.38M	Sell	42,303 -2	-0%	-$61	0.03%	392
2025 Q1	$1.41M	Sell	42,305 -1,204	-3%	-$41.8K	0.04%	383
2024 Q4	$1.48M	Buy	43,509 +9,417	+28%	+$306K	0.04%	383
2024 Q3	$913K	Buy	34,092 +1,101	+3%	+$26.4K	0.02%	479
2024 Q2	$702K	Buy	32,991 +6,610	+25%	+$133K	0.02%	529
2024 Q1	$528K	Buy	+26,381	New	+$511K	0.01%	604

Other funds holding TCBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Martingale Asset Management's TCBX Position: Q2 2026 in Review

Martingale Asset Management reduced its Third Coast Bancshares (TCBX) stake by 51% in Q2 2026, selling an estimated $1.16M and leaving 28,673 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #505.

Martingale Asset Management first reported a position in TCBX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q1 2026. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

Martingale Asset Management held 28,673 shares of Third Coast Bancshares worth $1.16M as of Q2 2026.
Martingale Asset Management sold 29,734 Third Coast Bancshares shares in Q2 2026, an estimated $1.16M.
Third Coast Bancshares made up 0.03% of Martingale Asset Management's portfolio in Q2 2026, its #505 holding.
Martingale Asset Management first reported a position in Third Coast Bancshares in Q1 2024 and has held it in 10 quarters since.
Martingale Asset Management's Third Coast Bancshares position peaked at $2.21M in Q1 2026.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.