NewEdge Advisors’s Third Coast Bancshares TCBX Stock Holding History

NewEdge 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	–	Sell	-232	Closed	-$8.78K	–	4381
2026 Q1	$8.78K	Sell	232 -57	-20%	-$2.25K	﹤0.01%	3435
2025 Q4	$11K	Buy	289 +65	+29%	+$2.49K	﹤0.01%	3444
2025 Q3	$8.51K	Sell	224 -59	-21%	-$2.24K	﹤0.01%	3375
2025 Q2	$9.24K	Buy	283 +1	+0.4%	+$30	﹤0.01%	3238
2025 Q1	$9.41K	Buy	282 +6	+2%	+$208	﹤0.01%	3122
2024 Q4	$9.37K	Buy	276 +24	+10%	+$781	﹤0.01%	3051
2024 Q3	$6.75K	Buy	+252	New	+$6.03K	﹤0.01%	3065

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

NewEdge Advisors's TCBX Position: Q2 2026 in Review

NewEdge Advisors sold out of Third Coast Bancshares (TCBX) in Q2 2026, closing a stake of 232 shares — an estimated $8.78K sold.

NewEdge Advisors first reported a position in TCBX in Q3 2024 and held it in 7 quarters. The position peaked at $11K in Q4 2025. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

NewEdge Advisors reported no remaining Third Coast Bancshares position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 232 Third Coast Bancshares shares in Q2 2026, an estimated $8.78K.
NewEdge Advisors first reported a position in Third Coast Bancshares in Q3 2024 and held it in 7 quarters.
NewEdge Advisors's Third Coast Bancshares position peaked at $11K in Q4 2025.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.