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Waterway Wealth Management’s Third Coast Bancshares TCBX Stock Holding History

Waterway Wealth Management’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 		$222K Hold
5,500
– – 0.05% 92
2026
Q1 		$208K Buy
+5,500
New +$218K 0.05% 90

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

Waterway Wealth Management's TCBX Position: Q2 2026 in Review

Waterway Wealth Management held its Third Coast Bancshares (TCBX) position steady in Q2 2026 at 5,500 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #92.

Waterway Wealth Management 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.

  • Waterway Wealth Management held 5,500 shares of Third Coast Bancshares worth $222K as of Q2 2026.
  • Waterway Wealth Management left its Third Coast Bancshares share count unchanged in Q2 2026.
  • Third Coast Bancshares made up 0.05% of Waterway Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Waterway Wealth Management 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 Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.