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Tortoise Investment Management’s Third Coast Bancshares TCBX Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-3
Closed -$114 – 1300
2025
Q3 		$114 Buy
+3
New +$114 ﹤0.01% 1360

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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tortoise Investment Management's TCBX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Third Coast Bancshares (TCBX) in Q4 2025, closing a stake of 3 shares — an estimated $114 sold.

Tortoise Investment Management first reported a position in TCBX in Q3 2025 and held it in 1 quarter. The position peaked at $114 in Q3 2025. 151 funds tracked by Wall St. Rank hold TCBX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Third Coast Bancshares position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Third Coast Bancshares shares in Q4 2025, an estimated $114.
  • Tortoise Investment Management first reported a position in Third Coast Bancshares in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Third Coast Bancshares position peaked at $114 in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.