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Summit Securities Group’s Third Coast Bancshares TCBX Stock Holding History

Summit Securities Group’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
-349
Closed -$11.4K – 1351
2025
Q2 		$11.4K Buy
+349
New +$10.6K ﹤0.01% 864

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 Securities Group's TCBX Position: Q3 2025 in Review

Summit Securities Group sold out of Third Coast Bancshares (TCBX) in Q3 2025, closing a stake of 349 shares — an estimated $11.4K sold.

Summit Securities Group first reported a position in TCBX in Q2 2025 and held it in 1 quarter. The position peaked at $11.4K in Q2 2025. 144 funds tracked by Wall St. Rank hold TCBX as of Q3 2025.

  • Summit Securities Group reported no remaining Third Coast Bancshares position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 349 Third Coast Bancshares shares in Q3 2025, an estimated $11.4K.
  • Summit Securities Group first reported a position in Third Coast Bancshares in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Third Coast Bancshares position peaked at $11.4K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.