AI Holders Summary · Q2 2026

149 institutions reported TCBX in Q2 2026. BlackRock, Inc. leads at 17.0% 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

$47M1.2M0.00%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$25M610K0.00%Q2 2026 03

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$21M528K0.03%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$21M518K0.00%Q2 2026 05

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$19M459K0.33%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$17M431K0.00%Q2 2026 07

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$17M430K0.01%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$16M396K0.00%Q2 2026 09

Bank of New York Mellon Corp

CIK 0001390777

$14M335K0.00%Q2 2026 10

Ategra Capital Management, LLC

CIK 0001741369

$11M261K4.75%Q2 2026 11

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$10M254K0.00%Q1 2026 12

Meridian Wealth Advisors, LLC

CIK 0001768095

$7M180K0.83%Q2 2026 13

1492 Capital Management LLC

CIK 0001584087

$7M174K2.08%Q2 2026 14

BANC FUNDS CO LLC

CIK 0001029311

$7M169K1.13%Q2 2026 15

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$7M167K0.00%Q2 2026 16

WASATCH ADVISORS LP

CIK 0000814133

$7M166K0.04%Q2 2026 17

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$6M160K0.01%Q1 2026 18

Blue Trust, Inc.

CIK 0001856022

$6M147K0.06%Q2 2026 19

STRATEGIC VALUE BANK PARTNERS LLC

CIK 0001904067

$6M146K4.14%Q2 2026 20

Lighthouse Investment Partners, LLC

CIK 0001600344

$6M142K0.16%Q2 2026

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