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Summit Global Investments’s Third Coast Bancshares TCBX Stock Holding History

Summit Global Investments’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
-6,561
Closed -$214K – 549
2025
Q2 		$214K Buy
6,561
+49
+0.8% +$1.49K 0.01% 440
2025
Q1 		$217K Sell
6,512
-125
-2% -$4.33K 0.02% 403
2024
Q4 		$225K Buy
+6,637
New +$216K 0.01% 492

Other funds holding TCBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Summit Global Investments's TCBX Position: Q3 2025 in Review

Summit Global Investments sold out of Third Coast Bancshares (TCBX) in Q3 2025, closing a stake of 6,561 shares — an estimated $214K sold.

Summit Global Investments first reported a position in TCBX in Q4 2024 and held it in 3 quarters. The position peaked at $225K in Q4 2024. 144 funds tracked by Wall St. Rank hold TCBX as of Q3 2025.

  • Summit Global Investments reported no remaining Third Coast Bancshares position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 6,561 Third Coast Bancshares shares in Q3 2025, an estimated $214K.
  • Summit Global Investments first reported a position in Third Coast Bancshares in Q4 2024 and held it in 3 quarters.
  • Summit Global Investments's Third Coast Bancshares position peaked at $225K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.