Back to TCBX
Valeo Financial Advisors, LLC → TCBX
Valeo Financial Advisors, LLC TCBX Position History
Third Coast Bancshares, Inc. • Banking
Quarters held
3
Latest value
$3.3M
Q3 2026
Peak value
$3.3M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $2.5M |
| Q2 2026 | $3.2M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 78.8K | — | — |
| Q2 2026 | $3.2M | 78.6K | — | — |
| Q1 2026 | $2.5M | 64.8K | — | — |
Other funds holding TCBX
$17.4M
$17.4M
$13.4M
$9.4M
$7.5M
$6.7M
$6.1M