UBS Group
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UBS Group’s Third Coast Bancshares TCBX Stock Holding History

UBS 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
2026
Q2 		$2.88M Buy
71,214
+29,959
+73% +$1.17M ﹤0.01% 4753
2026
Q1 		$1.56M Buy
41,255
+6,530
+19% +$258K ﹤0.01% 5195
2025
Q4 		$1.32M Sell
34,725
-9,595
-22% -$367K ﹤0.01% 5340
2025
Q3 		$1.68M Sell
44,320
-6,103
-12% -$232K ﹤0.01% 5125
2025
Q2 		$1.65M Sell
50,423
-33,119
-40% -$1.01M ﹤0.01% 5008
2025
Q1 		$2.79M Buy
83,542
+17,467
+26% +$606K ﹤0.01% 4395
2024
Q4 		$2.24M Buy
66,075
+58,434
+765% +$1.9M ﹤0.01% 4615
2024
Q3 		$205K Buy
7,641
+1,628
+27% +$39K ﹤0.01% 5856
2024
Q2 		$128K Sell
6,013
-7,453
-55% -$149K ﹤0.01% 5993
2024
Q1 		$270K Sell
13,466
-736
-5% -$14.3K ﹤0.01% 5655
2023
Q4 		$282K Buy
14,202
+6,896
+94% +$120K ﹤0.01% 5543
2023
Q3 		$125K Sell
7,306
-105
-1% -$1.96K ﹤0.01% 5684
2023
Q2 		$118K Buy
7,411
+3,275
+79% +$50.8K ﹤0.01% 5872
2023
Q1 		$65K Sell
4,136
-448
-10% -$8.03K ﹤0.01% 6249
2022
Q4 		$84.5K Buy
+4,584
New +$85K ﹤0.01% 6262
2022
Q3 		– Sell
-161
Closed -$4K – 10910
2022
Q2 		$4K Sell
161
-5,888
-97% -$137K ﹤0.01% 9128
2022
Q1 		$140K Buy
6,049
+4,246
+235% +$101K ﹤0.01% 5650
2021
Q4 		$47K Buy
+1,803
New +$48.4K ﹤0.01% 6965

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

UBS Group's TCBX Position: Q2 2026 in Review

UBS Group increased its Third Coast Bancshares (TCBX) stake by 73% in Q2 2026, buying an estimated $1.17M and bringing the position to 71,214 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #4753.

UBS Group first reported a position in TCBX in Q4 2021 and has held it in 18 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • UBS Group held 71,214 shares of Third Coast Bancshares worth $2.88M as of Q2 2026.
  • UBS Group bought 29,959 Third Coast Bancshares shares in Q2 2026, an estimated $1.17M.
  • Third Coast Bancshares made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4753 holding.
  • UBS Group first reported a position in Third Coast Bancshares in Q4 2021 and has held it in 18 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

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