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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Stephens Inc's TCBX Position: Q1 2026 in Review

Stephens Inc increased its Third Coast Bancshares (TCBX) stake by 205% in Q1 2026, buying an estimated $453K and bringing the position to 17,064 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #780.

Stephens Inc first reported a position in TCBX in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2021. 151 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

Stephens Inc held 17,064 shares of Third Coast Bancshares worth $646K as of Q1 2026.
Stephens Inc bought 11,464 Third Coast Bancshares shares in Q1 2026, an estimated $453K.
Third Coast Bancshares made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #780 holding.
Stephens Inc first reported a position in Third Coast Bancshares in Q4 2021 and has held it in 6 quarters since.
Stephens Inc's Third Coast Bancshares position peaked at $2.25M in Q4 2021.
151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.