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PFG Investments’s Third Coast Bancshares TCBX Stock Holding History

PFG Investments’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
-9,145
Closed -$346K – 1337
2026
Q1 		$346K Buy
+9,145
New +$362K 0.02% 781

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

PFG Investments's TCBX Position: Q2 2026 in Review

PFG Investments sold out of Third Coast Bancshares (TCBX) in Q2 2026, closing a stake of 9,145 shares — an estimated $346K sold.

PFG Investments first reported a position in TCBX in Q1 2026 and held it in 1 quarter. The position peaked at $346K in Q1 2026. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • PFG Investments reported no remaining Third Coast Bancshares position as of Q2 2026 after selling out during the quarter.
  • PFG Investments sold 9,145 Third Coast Bancshares shares in Q2 2026, an estimated $346K.
  • PFG Investments first reported a position in Third Coast Bancshares in Q1 2026 and held it in 1 quarter.
  • PFG Investments's Third Coast Bancshares position peaked at $346K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.