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True Wealth Design’s Third Coast Bancshares TCBX Stock Holding History

True Wealth Design’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
Q2 		$364 Hold
9
– – ﹤0.01% 2310
2026
Q1 		$341 Hold
9
– – ﹤0.01% 2183
2025
Q4 		$343 Hold
9
– – ﹤0.01% 2082
2025
Q3 		$342 Hold
9
– – ﹤0.01% 2132
2025
Q2 		$295 Buy
+9
New +$274 ﹤0.01% 1939

Other funds holding TCBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

True Wealth Design's TCBX Position: Q2 2026 in Review

True Wealth Design held its Third Coast Bancshares (TCBX) position steady in Q2 2026 at 9 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

True Wealth Design first reported a position in TCBX in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • True Wealth Design held 9 shares of Third Coast Bancshares worth $364 as of Q2 2026.
  • True Wealth Design left its Third Coast Bancshares share count unchanged in Q2 2026.
  • Third Coast Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2310 holding.
  • True Wealth Design first reported a position in Third Coast Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.