Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Third Coast Bancshares Inc (TCBX)

148 + Investors. Track Smart Money conviction in TCBX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — TCBX

Based on 149 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TCBX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
149 hedge funds hold TCBX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

86 buying60 selling
Last quarter: 86 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 25 → 23 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 32% medium ■ 28% new
59 out of 149 hedge funds have held TCBX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~25 new funds/quarter

20 → 22 → 25 → 23 → 25 new funds/Q
New funds entering each quarter: 22 → 25 → 23 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 34% newcomers

■ 43% veterans ■ 23% 1-2yr ■ 34% new
Entry-cohort mix of 150 holders: 65 (43%) are 2+ year veterans, 34 entered 1–2 years ago, and 51 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
37 of 149 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TCBX

In 2026 Q1, 86 hedge funds were net buyers of TCBX (25 opened a new position, 61 added to an existing one), while 60 reduced or exited (34 trimmed, 26 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 34% of total institutional value in TCBX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 149.

Hedge Fund Ownership: TCBX

How many hedge funds hold TCBX — quarterly history vs. share price
Quarterly hedge fund ownership of TCBX vs. share price

Market Analysis: TCBX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TCBX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Third Coast Bancshares Inc (TCBX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TCBX has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
TCBX
+1.7%
XLF
+1220.3%

TCBX outperformed XLF by -1218.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
TCBX
+4.1%
XLF
+4.8%

Since the filing became public, TCBX outperformed XLF by -0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: TCBX
148 + Investors

Track Smart Money conviction in TCBX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 148 150 -1.33%
13F Shares 9M 9M 9.6%
Total Value $341M $324M 5.23%
New Positions 24 23 +1
Increased Positions 61 48 +13
Closed Positions 26 16 +10
Reduced Positions 34 48 -14
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TCBX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

148 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TCBX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TCBX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ategra Capital Management, LLC 3.85% 204,923 $7.8M
2 Strategic Value Bank Partners LLC 3.22% 158,469 $6.0M
3 Rosenthal | Henry Capital Advisors, Inc. 1.98% 51,000 $2.0M
4 1492 Capital Management LLC 1.91% 132,762 $5.0M
5 Banc Funds Co LLC 1.19% 169,064 $6.4M
6 Daytona Street Capital LLC 1.00% 33,400 $1.3M
7 Meridian Wealth Advisors, LLC 0.95% 190,792 $7.2M
8 Salzhauer Michael 0.73% 40,753 $1.5M
9 Guided Capital Wealth Management, LLC 0.61% 24,635 $932K
10 Kennedy Capital Management LLC 0.37% 466,457 $17.6M
11 EJF Capital LP 0.34% 12,761 $483K
12 KDK Private Wealth Management, LLC 0.22% 6,250 $236K
13 R Squared Ltd 0.21% 10,052 $380K
14 Globeflex Capital L P 0.18% 31,861 $1.2M
15 Nottingham Advisors, INC. 0.18% 37,423 $1.4M
16 Doliver Advisors, LP 0.17% 20,250 $766K
17 Integrated Quantitative Investments LLC 0.17% 24,449 $925K
18 Hillsdale Investment Management Inc. 0.15% 148,600 $5.6M
19 Beaumont Asset Management, L.L.C. 0.10% 6,044 $229K
20 EntryPoint Capital, LLC 0.09% 7,736 $293K
21 Lighthouse Investment Partners, LLC 0.08% 60,330 $2.3M
22 Bridgeway Capital Management, LLC 0.08% 99,877 $3.8M
23 Fca Corp /Tx 0.06% 6,000 $227K
24 Blue Trust, Inc. 0.06% 147,082 $5.6M
25 Inscription Capital, LLC 0.06% 15,608 $590K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Third Coast Bancshares Inc (TCBX)

What does the Smart Money Trend signal show for TCBX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TCBX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TCBX?

Slight buying edge — 59% buying: Last quarter: 86 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TCBX holders?

Strong quality — 34% AUM from major funds: 37 of 149 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TCBX?

40% of holders stayed for 2+ years: 59 out of 149 hedge funds have held TCBX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Third Coast Bancshares Inc (TCBX) following the 2026 Q1 hedge fund 13F filings?

As of today, TCBX has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), TCBX has gained +1.7% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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