Steward Partners Investment Advisory’s Third Coast Bancshares TCBX Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	–	Sell	-513	Closed	-$16.8K	–	4392
2025 Q2	$16.8K	Hold	513	–	–	﹤0.01%	2989
2025 Q1	$17.1K	Hold	513	–	–	﹤0.01%	2876
2024 Q4	$17.4K	Hold	513	–	–	﹤0.01%	2864
2024 Q3	$13.1K	Hold	513	–	–	﹤0.01%	2844
2024 Q2	$10.9K	Sell	513 -10,000	-95%	-$200K	﹤0.01%	2784
2024 Q1	$210K	Sell	10,513 -20,000	-66%	-$387K	﹤0.01%	1409
2023 Q4	$606K	Buy	+30,513	New	+$529K	0.01%	913

Other funds holding TCBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Steward Partners Investment Advisory's TCBX Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Third Coast Bancshares (TCBX) in Q3 2025, closing a stake of 513 shares — an estimated $16.8K sold.

Steward Partners Investment Advisory first reported a position in TCBX in Q4 2023 and held it in 7 quarters. The position peaked at $606K in Q4 2023. 144 funds tracked by Wall St. Rank hold TCBX as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Third Coast Bancshares position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 513 Third Coast Bancshares shares in Q3 2025, an estimated $16.8K.
Steward Partners Investment Advisory first reported a position in Third Coast Bancshares in Q4 2023 and held it in 7 quarters.
Steward Partners Investment Advisory's Third Coast Bancshares position peaked at $606K in Q4 2023.
144 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.