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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
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

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

Valeo Financial Advisors's TCBX Position: Q2 2026 in Review

Valeo Financial Advisors increased its Third Coast Bancshares (TCBX) stake by 21% in Q2 2026, buying an estimated $537K and bringing the position to 78,616 shares worth $3.18M. The position accounts for 0.07% of the portfolio, ranked #127.

Valeo Financial Advisors first reported a position in TCBX in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Valeo Financial Advisors held 78,616 shares of Third Coast Bancshares worth $3.18M as of Q2 2026.
  • Valeo Financial Advisors bought 13,787 Third Coast Bancshares shares in Q2 2026, an estimated $537K.
  • Third Coast Bancshares made up 0.07% of Valeo Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Valeo Financial Advisors first reported a position in Third Coast Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.