Annex Advisory Services, LLC

Position in TCBX — Third Coast Bancshares, Inc.

CIK 1542287 BROOKFIELD, WI

Position in TCBX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,748,229

+$46,712 QoQ

Shares Held

43,273

-3.8% QoQ

Ownership

0.261%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

of 26 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Annex Advisory Services, LLC holds $5,300,594 across 4 Banks - Regional names. TCBX ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	36,218	$2,187,567
2	TCBX	Third Coast Bancshares, Inc. This page	43,273	$1,748,229
3	BFC	Bank First Corp	7,492	$1,111,438
4	PNC	Pnc Financial Services Group, Inc.	1,029	$253,360

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,748,229	43,273	-3.8%	Shares	Sole	2026-07-10
2026-03-31	$1,701,517	44,978	-3.5%	Shares	Sole	2026-04-16
2025-12-31	$1,771,456	46,605	-1.5%	Shares	Sole	2026-01-26
2025-09-30	$1,797,082	47,329	-14.2%	Shares	Sole	2025-10-17
2025-06-30	$1,801,358	55,138	+5.0%	Shares	Sole	2025-07-11
2025-03-31	$1,752,392	52,514	—	Shares	Sole	2025-04-11
No filing history on record for this holder in this stock.