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Stephens Inc’s Third Coast Bancshares TCBX Stock Holding History

Stephens Inc’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 		$689K Hold
17,064
– – 0.01% 785
2026
Q1 		$646K Buy
17,064
+11,464
+205% +$453K 0.01% 780
2025
Q4 		$213K Hold
5,600
– – ﹤0.01% 1182
2025
Q3 		$213K Buy
+5,600
New +$213K ﹤0.01% 1188
2022
Q3 		– Sell
-29,702
Closed -$650K – 1256
2022
Q2 		$650K Sell
29,702
-25,000
-46% -$581K 0.01% 639
2022
Q1 		$1.26M Sell
54,702
-31,900
-37% -$760K 0.02% 532
2021
Q4 		$2.25M Buy
+86,602
New +$2.33M 0.03% 430

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

Stephens Inc's TCBX Position: Q2 2026 in Review

Stephens Inc held its Third Coast Bancshares (TCBX) position steady in Q2 2026 at 17,064 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #785.

Stephens Inc first reported a position in TCBX in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.25M in Q4 2021. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Stephens Inc held 17,064 shares of Third Coast Bancshares worth $689K as of Q2 2026.
  • Stephens Inc left its Third Coast Bancshares share count unchanged in Q2 2026.
  • Third Coast Bancshares made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #785 holding.
  • Stephens Inc first reported a position in Third Coast Bancshares in Q4 2021 and has held it in 7 quarters since.
  • Stephens Inc's Third Coast Bancshares position peaked at $2.25M in Q4 2021.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.