Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Third Coast Bancshares shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Third Coast Bancshares (TCBX) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Third Coast Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Third Coast Bancshares held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Third Coast Bancshares by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 47k 37.97
2025-06-30 $1.8M 55k 32.67
2025-03-31 $1.8M 53k 33.37

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Third Coast Bancshares

BlackRock
Vanguard Group
Kennedy Capital Management
Adage Capital Partners GP
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Alliancebernstein
American Century Companies
Daniel D. Thurber
Banc Funds Company
Hillsdale Investment Management
Acadian Asset Management
Ronald Blue Trust
Wellington Management Company

View all funds holding Third Coast Bancshares