Meridian Wealth Advisors, LLC TCBX THIRD COAST BANCSHARES INC

Ownership history in Meridian Wealth Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Meridian Wealth Advisors, LLC reported THIRD COAST BANCSHARES INC (TCBX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.95% in 2026 Q1. The latest visible filing shows TCBX at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TCBX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meridian Wealth Advisors, LLC's position in THIRD COAST BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TCBX was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meridian Wealth Advisors, LLC held TCBX — position size vs. price
% of Fund (quarterly)    TCBX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 190,792 +171,910 +910.4% 0.95% $7.2M 2026-05-11 $37.13
2025 Q4 ADDED 18,882 +7,350 +63.7% 0.10% $718K 2026-02-17 $42.73
2025 Q3 UNCHANGED 11,532 0% 0.06% $438K 2025-11-12 $38.18
2025 Q2 INITIATED 11,532 0.06% $377K 2025-08-12 $38.50

FAQ About Meridian Wealth Advisors, LLC and TCBX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meridian Wealth Advisors, LLC reported owning TCBX?

Meridian Wealth Advisors, LLC reported TCBX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported TCBX position in Meridian Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for TCBX was 0.95% in 2026 Q1.

What is the latest reported TCBX position on this page?

The most recent filing on this page is 2026 Q1, when Meridian Wealth Advisors, LLC reported 190,792 shares, equal to 0.95% of portfolio, with an estimated market value of $7.2M.

What does the chart on this TCBX ownership page compare?

The chart compares Meridian Wealth Advisors, LLC's quarterly TCBX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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