Meridian Wealth Advisors’s Third Coast Bancshares TCBX Stock Holding History

Meridian Wealth Advisors’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	$7.29M	Sell	180,469 -10,323	-5%	-$402K	0.83%	31
2026 Q1	$7.22M	Buy	190,792 +171,910	+910%	+$6.8M	0.95%	26
2025 Q4	$718K	Buy	18,882 +7,350	+64%	+$281K	0.1%	108
2025 Q3	$438K	Hold	11,532	–	–	0.06%	134
2025 Q2	$377K	Buy	+11,532	New	+$352K	0.06%	135

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

Meridian Wealth Advisors's TCBX Position: Q2 2026 in Review

Meridian Wealth Advisors reduced its Third Coast Bancshares (TCBX) stake by 5.4% in Q2 2026, selling an estimated $402K and leaving 180,469 shares worth $7.29M. The position accounts for 0.83% of the portfolio, ranked #31.

Meridian Wealth Advisors first reported a position in TCBX in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

Meridian Wealth Advisors held 180,469 shares of Third Coast Bancshares worth $7.29M as of Q2 2026.
Meridian Wealth Advisors sold 10,323 Third Coast Bancshares shares in Q2 2026, an estimated $402K.
Third Coast Bancshares made up 0.83% of Meridian Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Meridian Wealth Advisors first reported a position in Third Coast Bancshares in Q2 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.