Wellington Management Group’s Third Coast Bancshares TCBX Stock Holding History

Wellington Management 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	$6.75M	Sell	167,053 -9,530	-5%	-$371K	﹤0.01%	1397
2026 Q1	$6.68M	Sell	176,583 -16,743	-9%	-$662K	﹤0.01%	1347
2025 Q4	$7.35M	Buy	193,326 +59,924	+45%	+$2.29M	﹤0.01%	1328
2025 Q3	$5.07M	Buy	+133,402	New	+$5.07M	﹤0.01%	1440
2024 Q4	–	Sell	-53,896	Closed	-$1.44M	–	2032
2024 Q3	$1.44M	Buy	+53,896	New	+$1.29M	﹤0.01%	1637
2022 Q2	–	Sell	-40,718	Closed	-$941K	–	2190
2022 Q1	$941K	Sell	40,718 -254,746	-86%	-$6.07M	﹤0.01%	1747
2021 Q4	$7.67M	Buy	+295,464	New	+$7.94M	﹤0.01%	1338

Other funds holding TCBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wellington Management Group's TCBX Position: Q2 2026 in Review

Wellington Management Group reduced its Third Coast Bancshares (TCBX) stake by 5.4% in Q2 2026, selling an estimated $371K and leaving 167,053 shares worth $6.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Wellington Management Group first reported a position in TCBX in Q4 2021 and has held it in 7 quarters since. The position peaked at $7.67M in Q4 2021. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

Wellington Management Group held 167,053 shares of Third Coast Bancshares worth $6.75M as of Q2 2026.
Wellington Management Group sold 9,530 Third Coast Bancshares shares in Q2 2026, an estimated $371K.
Third Coast Bancshares made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1397 holding.
Wellington Management Group first reported a position in Third Coast Bancshares in Q4 2021 and has held it in 7 quarters since.
Wellington Management Group's Third Coast Bancshares position peaked at $7.67M in Q4 2021.
143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.