Osaic Holdings
TCBX icon

Osaic Holdings’s Third Coast Bancshares TCBX Stock Holding History

Osaic Holdings’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 		$75.3K Hold
1,865
– – ﹤0.01% 5172
2026
Q1 		$70.6K Buy
1,865
+300
+19% +$11.9K ﹤0.01% 4939
2025
Q4 		$59.5K Buy
1,565
+268
+21% +$10.3K ﹤0.01% 5119
2025
Q3 		$51.6K Buy
1,297
+1,287
+12,870% +$48.9K ﹤0.01% 5290
2025
Q2 		$327 Buy
+10
New +$305 ﹤0.01% 7435
2024
Q4 		– Sell
-6
Closed -$161 – 7621
2024
Q3 		$161 Hold
6
– – ﹤0.01% 7201
2024
Q2 		$128 Buy
+6
New +$120 ﹤0.01% 7217

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

Osaic Holdings's TCBX Position: Q2 2026 in Review

Osaic Holdings held its Third Coast Bancshares (TCBX) position steady in Q2 2026 at 1,865 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5172.

Osaic Holdings first reported a position in TCBX in Q2 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Osaic Holdings held 1,865 shares of Third Coast Bancshares worth $75.3K as of Q2 2026.
  • Osaic Holdings left its Third Coast Bancshares share count unchanged in Q2 2026.
  • Third Coast Bancshares made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5172 holding.
  • Osaic Holdings first reported a position in Third Coast Bancshares in Q2 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.