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Creative Planning TCBX Position History
Third Coast Bancshares, Inc. • Banking
Quarters held
8
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20K |
| Q3 2025 | $360K |
| Q4 2025 | $358K |
| Q1 2026 | $1.1M |
| Q2 2026 | $24K |
| Q2 2026 | $1.3M |
| Q3 2026 | $21K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 39.6K | — | — |
| Q3 2026 | $21K | 502 | — | — |
| Q2 2026 | $1.3M | 32.5K | — | — |
| Q2 2026 | $24K | 582 | — | — |
| Q1 2026 | $1.1M | 28.2K | — | — |
| Q4 2025 | $358K | 9.4K | — | — |
| Q3 2025 | $360K | 9.5K | — | — |
| Q3 2025 | $20K | 516 | — | — |
Other funds holding TCBX
$17.4M
$17.4M
$13.4M
$9.4M
$7.5M
$6.7M
$6.1M