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Rothschild Investment LLC’s Third Coast Bancshares TCBX Stock Holding History

Rothschild Investment LLC’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 		$687 Hold
17
– – ﹤0.01% 3187
2026
Q1 		$643 Hold
17
– – ﹤0.01% 3039
2025
Q4 		$646 Buy
17
+2
+13% +$77 ﹤0.01% 2847
2025
Q3 		$570 Hold
15
– – ﹤0.01% 2789
2025
Q2 		$490 Sell
15
-5
-25% -$152 ﹤0.01% 2749
2025
Q1 		$667 Buy
20
+5
+33% +$173 ﹤0.01% 2522
2024
Q4 		$509 Buy
+15
New +$488 ﹤0.01% 2528

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

Rothschild Investment LLC's TCBX Position: Q2 2026 in Review

Rothschild Investment LLC held its Third Coast Bancshares (TCBX) position steady in Q2 2026 at 17 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #3187.

Rothschild Investment LLC first reported a position in TCBX in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Rothschild Investment LLC held 17 shares of Third Coast Bancshares worth $687 as of Q2 2026.
  • Rothschild Investment LLC left its Third Coast Bancshares share count unchanged in Q2 2026.
  • Third Coast Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3187 holding.
  • Rothschild Investment LLC first reported a position in Third Coast Bancshares in Q4 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 Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.