Valeo Financial Advisors’s Third Coast Bancshares TCBX Stock Holding History

Valeo Financial 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 Q3	$3.34M	Buy	78,786 +170	+0.2%	+$7.39K	0.07%	129
2026 Q2	$3.18M	Buy	78,616 +13,787	+21%	+$537K	0.07%	127
2026 Q1	$2.45M	Buy	+64,829	New	+$2.56M	0.06%	134

Other funds holding TCBX

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's TCBX Position: Q3 2026 in Review

Valeo Financial Advisors increased its Third Coast Bancshares (TCBX) stake by 0.22% in Q3 2026, buying an estimated $7.39K and bringing the position to 78,786 shares worth $3.34M. The position accounts for 0.07% of the portfolio, ranked #129.

Valeo Financial Advisors first reported a position in TCBX in Q1 2026 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold TCBX as of Q3 2026.

Valeo Financial Advisors held 78,786 shares of Third Coast Bancshares worth $3.34M as of Q3 2026.
Valeo Financial Advisors bought 170 Third Coast Bancshares shares in Q3 2026, an estimated $7.39K.
Third Coast Bancshares made up 0.07% of Valeo Financial Advisors's portfolio in Q3 2026, its #129 holding.
Valeo Financial Advisors first reported a position in Third Coast Bancshares in Q1 2026 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.