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Twin Peaks Wealth Advisors’s Third Coast Bancshares TCBX Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-1
Closed -$38 – 1975
2026
Q1 		$38 Buy
+1
New +$40 ﹤0.01% 2317
2025
Q3 		– Sell
-2
Closed -$77 – 1900
2025
Q2 		$77 Buy
+2
New +$61 ﹤0.01% 2153

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

Twin Peaks Wealth Advisors's TCBX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Third Coast Bancshares (TCBX) in Q2 2026, closing a stake of 1 share — an estimated $38 sold.

Twin Peaks Wealth Advisors first reported a position in TCBX in Q2 2025 and held it in 2 quarters. The position peaked at $77 in Q2 2025. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Third Coast Bancshares position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Third Coast Bancshares share in Q2 2026, an estimated $38.
  • Twin Peaks Wealth Advisors first reported a position in Third Coast Bancshares in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Third Coast Bancshares position peaked at $77 in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.