Scheeler Financial’s Third Coast Bancshares TCBX Stock Holding History

Scheeler Financial’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 Q3	$228K	Buy	+5,376	New	+$234K	0.17%	63

Other funds holding TCBX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Scheeler Financial's TCBX Position: Q3 2026 in Review

Scheeler Financial opened a new position in Third Coast Bancshares (TCBX) in Q3 2026: 5,376 shares worth $228K. The stake represents 0.17% of the portfolio and ranks #63 among its holdings.

34 funds tracked by Wall St. Rank hold TCBX as of Q3 2026.

Scheeler Financial held 5,376 shares of Third Coast Bancshares worth $228K as of Q3 2026.
Third Coast Bancshares was a new Scheeler Financial position in Q3 2026.
Third Coast Bancshares made up 0.17% of Scheeler Financial's portfolio in Q3 2026, its #63 holding.
34 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.