Meridian Wealth Advisors, LLC
· Added
Change
+172K
Date
Q1 2026
TC
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
· Added
Change
+172K
Date
Q1 2026
|
Meridian Wealth Advisors, LLC | Added· Q1 2026 | – | +172K | – | Q1 2026 | |||||
|
Strategic Value Bank Partners LLC
· New
Change
+158K
Date
Q1 2026
|
Strategic Value Bank Partners LLC | New· Q1 2026 | – | +158K | – | Q1 2026 | |||||
|
Vanguard
· Added
Change
+94K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +94K | – | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
Change
−71K
Δ Own
−78.4%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | – | −71K | −78.4% | Q1 2026 | |||||
|
Valeo Financial Advisors, LLC
· New
Change
+65K
Date
Q1 2026
|
Valeo Financial Advisors, LLC | New· Q1 2026 | – | +65K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Reduced
Change
−54K
Date
Q1 2026
|
JPMorgan Chase & Co | Reduced· Q1 2026 | – | −54K | – | Q1 2026 | |||||
|
American Century Companies Inc
· Added
Change
+54K
Date
Q1 2026
|
American Century Companies Inc | Added· Q1 2026 | – | +54K | – | Q1 2026 | |||||
|
1492 Capital Management LLC
· Added
Change
+52K
Date
Q1 2026
|
1492 Capital Management LLC | Added· Q1 2026 | – | +52K | – | Q1 2026 | |||||
|
Morgan Stanley
· Added
Change
+43K
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +43K | – | Q1 2026 | |||||
|
Alphacore Capital LLC
· Exited
Change
−42K
Δ Own
−100.0%
Date
Q1 2026
|
Alphacore Capital LLC | Exited· Q1 2026 | – | −42K | −100.0% | Q1 2026 | |||||
|
Citigroup Inc
· Added
Change
+39K
Date
Q1 2026
|
Citigroup Inc | Added· Q1 2026 | – | +39K | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Exited
Change
−39K
Δ Own
−100.0%
Date
Q1 2026
|
Marshall Wace, LLP | Exited· Q1 2026 | – | −39K | −100.0% | Q1 2026 | |||||
|
Nottingham Advisors, Inc.
· New
Change
+37K
Date
Q1 2026
|
Nottingham Advisors, Inc. | New· Q1 2026 | – | +37K | – | Q1 2026 | |||||
|
Qube Research & Technologies Ltd
· Added
Change
+36K
Date
Q1 2026
|
Qube Research & Technologies Ltd | Added· Q1 2026 | – | +36K | – | Q1 2026 | |||||
|
Two Sigma Advisers, LP
· Exited
Change
−34K
Δ Own
−100.0%
Date
Q1 2026
|
Two Sigma Advisers, LP | Exited· Q1 2026 | – | −34K | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Glander Troy Andrew
· Director
Sell
−$101K
|
Glander Troy Andrew | Director | Sell | $40.29 | −2K | −$101K | 28K | – | Jun 15, 2026 | Jun 16, 2026 | |||||||||
|
Phelps David R.
· Director
Grant (A)
1K
|
Phelps David R. | Director | Grant (A) | – | 1K | – | 10K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Stunja Joseph
· Director
Grant (A)
1K
|
Stunja Joseph | Director | Grant (A) | – | 1K | – | 2K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Eisenhart Lynn
· Director
Grant (A)
1K
|
Eisenhart Lynn | Director | Grant (A) | – | 1K | – | 3K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Bailey Carolyn
· Director
Grant (A)
1K
|
Bailey Carolyn | Director | Grant (A) | – | 1K | – | 11K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Stich Mary
· Director
Grant (A)
1K
|
Stich Mary | Director | Grant (A) | – | 1K | – | 4K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Swinbank Reagan
· Director
Grant (A)
1K
|
Swinbank Reagan | Director | Grant (A) | – | 1K | – | 44K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Greenleaf Clint Tuxberry
· Director
Grant (A)
1K
|
Greenleaf Clint Tuxberry | Director | Grant (A) | – | 1K | – | 21K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Glander Troy Andrew
· Director
Grant (A)
1K
|
Glander Troy Andrew | Director | Grant (A) | – | 1K | – | 30K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Bonnen Dennis
· Director
Grant (A)
1K
|
Bonnen Dennis | Director | Grant (A) | – | 1K | – | 153K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Bonnen Greg
· Director
Grant (A)
1K
|
Bonnen Greg | Director | Grant (A) | – | 1K | – | 6K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Basaldua Martin
· Director
Grant (A)
1K
|
Basaldua Martin | Director | Grant (A) | – | 1K | – | 39K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
McDonald Shelton
· Director
2 operations
$0
|
McDonald Shelton | Director | 2 operations | $16.43 | 0 | $0 | 0 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Wilkinson Jeffrey A.
· Director
Grant (A)
4K
|
Wilkinson Jeffrey A. | Director | Grant (A) | – | 4K | – | 4K | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
|
McDonald Shelton
· Director
Grant (A)
4K
|
McDonald Shelton | Director | Grant (A) | – | 4K | – | 4K | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
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140 reporting institutions disclosed TCBX position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.