Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Third Coast Bancshares TCBX Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-10,152
Closed -$390K – 3855
2025
Q4 		$390K Sell
10,152
-367
-3% -$14K ﹤0.01% 2682
2025
Q3 		$407K Sell
10,519
-698
-6% -$26.5K ﹤0.01% 2540
2025
Q2 		$398K Sell
11,217
-991
-8% -$30.2K ﹤0.01% 2391
2025
Q1 		$407K Buy
+12,208
New +$423K ﹤0.01% 2191

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's TCBX Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Third Coast Bancshares (TCBX) in Q1 2026, closing a stake of 10,152 shares — an estimated $390K sold.

Wealth Enhancement Advisory Services first reported a position in TCBX in Q1 2025 and held it in 4 quarters. The position peaked at $407K in Q1 2025. 152 funds tracked by Wall St. Rank hold TCBX as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Third Coast Bancshares position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,152 Third Coast Bancshares shares in Q1 2026, an estimated $390K.
  • Wealth Enhancement Advisory Services first reported a position in Third Coast Bancshares in Q1 2025 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Third Coast Bancshares position peaked at $407K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.