AI Holders Summary · Q1 2026

153 institutions reported TCBX in Q1 2026. BlackRock, Inc. leads at 15.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$36M942K0.00%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$23M595K0.00%Q1 2026 03

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$19M495K0.03%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$18M473K0.00%Q1 2026 05

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$18M466K0.37%Q1 2026 06

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$14M358K0.01%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$13M355K0.00%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$12M306K0.00%Q1 2026 09

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$10M254K0.00%Q1 2026 10

Ategra Capital Management, LLC

CIK 0001741369

$8M205K3.85%Q1 2026 11

Meridian Wealth Advisors, LLC

CIK 0001768095

$7M191K0.95%Q1 2026 12

SEI INVESTMENTS CO

CIK 0000350894

$7M179K0.01%Q1 2026 13

WASATCH ADVISORS LP

CIK 0000814133

$7M166K0.04%Q2 2026 14

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$7M177K0.00%Q1 2026 15

BANC FUNDS CO LLC

CIK 0001029311

$6M169K1.19%Q1 2026 16

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$6M160K0.01%Q1 2026 17

STRATEGIC VALUE BANK PARTNERS LLC

CIK 0001904067

$6M158K3.22%Q1 2026 18

Blue Trust, Inc.

CIK 0001856022

$6M147K0.06%Q2 2026 19

Hillsdale Investment Management Inc.

CIK 0001368465

$6M149K0.15%Q1 2026 20

MORGAN STANLEY

CIK 0000895421

$5M137K0.00%Q1 2026

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