As of the latest SEC filings, Third Coast Bancshares, Inc. (TCBX) is held by 181 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $16,731,036.27 in market value, representing a significant portion of its portfolio.
Funds holding Third Coast Bancshares, Inc. (TCBX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- TCBX
- CIK:
- 0001781730
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $16,731,036.27 | 442,269 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $12,251,396.82 | 323,854 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.05% | $11,044,377.08 | 278,828 | Feb 28, 2026 | Apr 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,308,192.11 | 140,317 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $4,691,883.02 | 125,653 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,631,728.28 | 124,042 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $4,199,659.62 | 111,014 | Mar 31, 2026 | May 28, 2026 |
|
WGMVX
Wasatch Micro Cap Value Fund
|
MF | Independent / Boutique | 1.05% | $3,366,718.68 | 88,996 | Mar 31, 2026 | May 5, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.09% | $3,362,519.55 | 88,885 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,611,051.59 | 65,919 | Feb 28, 2026 | Apr 24, 2026 |
|
PSLAX
Putnam Small Cap Value Fund
|
MF | Independent / Boutique | 0.91% | $2,570,689.00 | 64,900 | Feb 28, 2026 | Apr 23, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,529,692.65 | 63,865 | Feb 28, 2026 | Apr 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.12% | $2,416,466.91 | 63,877 | Mar 31, 2026 | Jun 1, 2026 |
|
TSVRX
PGIM Quant Solutions Small-Cap Value Fund
|
MF | Independent / Boutique | 0.52% | $2,161,986.00 | 57,900 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,763,194.80 | 47,220 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $1,652,108.30 | 44,245 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,594,978.10 | 42,715 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,550,916.90 | 41,535 | Apr 30, 2026 | Jun 24, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.67% | $1,521,030.81 | 40,207 | Mar 31, 2026 | May 28, 2026 |
|
FDLS
Inspire Fidelis Multi Factor ETF
|
ETF | Independent / Boutique | 0.89% | $1,490,128.20 | 37,620 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,455,513.20 | 38,980 | Apr 30, 2026 | Jun 29, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.11% | $1,361,880.00 | 36,000 | Mar 31, 2026 | May 21, 2026 |
|
DWAS
Invesco Dorsey Wright SmallCap Momentum ETF
|
ETF | Invesco | 0.35% | $1,359,890.52 | 34,332 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $1,234,124.34 | 33,051 | Apr 30, 2026 | Jun 29, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.10% | $1,232,652.72 | 32,584 | Mar 31, 2026 | May 28, 2026 |
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