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Occudo Quantitative Strategies’s Third Coast Bancshares TCBX Stock Holding History

Occudo Quantitative Strategies’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
2025
Q4 		– Sell
-7,285
Closed -$277K – 902
2025
Q3 		$277K Buy
+7,285
New +$277K 0.03% 504
2025
Q2 		– Sell
-7,573
Closed -$251K – 882
2025
Q1 		$251K Buy
7,573
+642
+9% +$22.3K 0.03% 514
2024
Q4 		$235K Buy
+6,931
New +$226K 0.04% 522
2022
Q3 		– Sell
-14,745
Closed -$323K – 1408
2022
Q2 		$323K Buy
+14,745
New +$343K 0.03% 767

Other funds holding TCBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Occudo Quantitative Strategies's TCBX Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Third Coast Bancshares (TCBX) in Q4 2025, closing a stake of 7,285 shares — an estimated $277K sold.

Occudo Quantitative Strategies first reported a position in TCBX in Q2 2022 and held it in 4 quarters. The position peaked at $323K in Q2 2022. 151 funds tracked by Wall St. Rank hold TCBX as of Q4 2025.

  • Occudo Quantitative Strategies reported no remaining Third Coast Bancshares position as of Q4 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 7,285 Third Coast Bancshares shares in Q4 2025, an estimated $277K.
  • Occudo Quantitative Strategies first reported a position in Third Coast Bancshares in Q2 2022 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Third Coast Bancshares position peaked at $323K in Q2 2022.
  • 151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.