UBS AM’s Third Coast Bancshares TCBX Stock Holding History

UBS AM’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	$4.65K	Hold	115	–	–	﹤0.01%	3409
2026 Q1	$4.35K	Buy	115 +74	+180%	+$2.93K	﹤0.01%	3476
2025 Q4	$1.56K	Buy	+41	New	+$1.57K	﹤0.01%	3150

Other funds holding TCBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

UBS AM's TCBX Position: Q2 2026 in Review

UBS AM held its Third Coast Bancshares (TCBX) position steady in Q2 2026 at 115 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3409.

UBS AM first reported a position in TCBX in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

UBS AM held 115 shares of Third Coast Bancshares worth $4.65K as of Q2 2026.
UBS AM left its Third Coast Bancshares share count unchanged in Q2 2026.
Third Coast Bancshares made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3409 holding.
UBS AM first reported a position in Third Coast Bancshares in Q4 2025 and has held it in 3 quarters since.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.