Y-Intercept (HK)
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Y-Intercept (HK)’s Third Coast Bancshares TCBX Stock Holding History

Y-Intercept (HK)’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 		$835K Buy
+19,687
New +$855K 0.02% 1089
2025
Q2 		– Sell
-7,378
Closed -$246K – 2003
2025
Q1 		$246K Buy
+7,378
New +$256K 0.02% 971

Other funds holding TCBX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

Y-Intercept (HK)'s TCBX Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Third Coast Bancshares (TCBX) in Q3 2026: 19,687 shares worth $835K. The stake represents 0.02% of the portfolio and ranks #1089 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in TCBX as recently as Q1 2025.

Y-Intercept (HK) first reported a position in TCBX in Q1 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold TCBX as of Q3 2026.

  • Y-Intercept (HK) held 19,687 shares of Third Coast Bancshares worth $835K as of Q3 2026.
  • Third Coast Bancshares was a new Y-Intercept (HK) position in Q3 2026.
  • Third Coast Bancshares made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1089 holding.
  • Y-Intercept (HK) first reported a position in Third Coast Bancshares in Q1 2025 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.