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TriState Capital Holdings, Inc.

TSCDelisted Jun 1, 2022
Industry
State Commercial Banks
SEC CIK
0001380846

TriState Capital Holdings, Inc. was delisted on Jun 1, 2022; its insiders filed their last Form 4 on Jun 2, 2022; 153 institutions reported holding it in 13F filings for Q1 2022, worth $875.6M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in TriState Capital Holdings, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
129
+5 vs. Q2 2021
Shares held
25.4M
+166.4K (+0.7%) vs. Q2 2021
Total value
$538.7M
+$24.0M (+4.7%) vs. Q2 2021
New holders
9
39 more added
Sold out
4
48 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TSC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 129 institutions
Q1 2021: 140 institutionsQ2 2021: 124 institutionsQ3 2021: 129 institutionsQ4 2021: 153 institutionsQ1 2022: 153 institutionsQ2 2022: 2 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $538.7M
Q1 2021: $586.1MQ2 2021: $514.8MQ3 2021: $538.7MQ4 2021: $778.6MQ1 2022: $875.6MQ2 2022: $2.30MQ3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding TSC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20222$2.30M
Q1 2022153$875.6M
Q4 2021153$778.6M
Q3 2021129$538.7M
Q2 2021124$514.8M
Q1 2021140$586.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding TriState Capital Holdings, Inc.; share changes are against Q2 2021.

Institutions holding TSC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.3,410,445$72.1M0.00%+66,222+2.0%Added
Stone Point Capital LLC2,770,083$58.6M2.55%00.0%Unchanged
Dimensional Fund Advisors LP1,516,241$32.1M0.01%−39,380−2.5%Reduced
Vanguard Group Inc1,392,347$29.4M0.00%+19,785+1.4%Added
Royce & Associates LP1,350,435$28.6M0.21%+34,820+2.6%Added
Brown Advisory Inc1,125,680$23.8M0.04%+4,444+0.4%Added
Hood River Capital Management LLC960,599$20.3M0.63%−39,258−3.9%Reduced
Clearbridge Investments, LLC850,119$18.0M0.01%−69,230−7.5%Reduced
State Street Corp724,211$15.3M0.00%−102,544−12.4%Reduced
Lord, Abbett & Co. LLC723,263$15.3M0.04%−43,300−5.6%Reduced
Silvercrest Asset Management Group LLC650,220$13.8M0.09%−58,939−8.3%Reduced
Banc Funds Co LLC612,776$13.0M0.99%+18,055+3.0%Added
Fuller & Thaler Asset Management, Inc.568,965$12.0M0.08%−40,613−6.7%Reduced
Geode Capital Management, LLC503,862$10.7M0.00%+11,841+2.4%Added
Nuveen Asset Management, LLC438,029$9.26M0.00%−43,790−9.1%Reduced
Wedge Capital Management L L P433,558$9.17M0.12%−29,233−6.3%Reduced
Next Century Growth Investors LLC427,776$9.05M0.78%−16,335−3.7%Reduced
Heartland Advisors Inc400,000$8.46M0.51%00.0%Unchanged
Bank of New York Mellon Corp375,680$7.95M0.00%−1,689−0.4%Reduced
Tieton Capital Management, LLC347,749$7.36M4.00%−10,550−2.9%Reduced
Northern Trust Corp342,816$7.25M0.00%−2,062−0.6%Reduced
Eagle Asset Management Inc326,755$6.91M0.03%+126,433+63.1%Added
Elizabeth Park Capital Advisors, Ltd.264,940$5.60M1.97%+92,924+54.0%Added
1492 Capital Management LLC253,514$5.36M2.75%+301+0.1%Added
D. E. Shaw & Co., Inc.214,369$4.53M0.01%−5,043−2.3%Reduced
Hotchkis & Wiley Capital Management LLC213,320$4.51M0.01%+3,450+1.6%Added
Goldman Sachs Group Inc198,606$4.20M0.00%+14,663+8.0%Added
Charles Schwab Investment Management Inc193,934$4.10M0.00%−1,795−0.9%Reduced
Comerica Bank124,772$3.86M0.02%+2,565+2.1%Added
Bank of America Corp181,620$3.84M0.00%+22,265+14.0%Added
Deutsche Bank AG180,071$3.81M0.00%−470−0.3%Reduced
Stephens Inc179,931$3.81M0.06%+439+0.2%Added
Brandywine Global Investment Management, LLC161,031$3.41M0.03%−980−0.6%Reduced
NBW Capital LLC135,074$2.86M0.69%+15,789+13.2%Added
Bridgeway Capital Management, LLC122,900$2.60M0.05%00.0%Unchanged
Citadel Advisors LLC117,111$2.48M0.00%+42,132+56.2%Added
Royal Bank of Canada105,439$2.23M0.00%−77,520−42.4%Reduced
Gsa Capital Partners LLP92,328$1.95M0.20%−2,420−2.6%Reduced
Renaissance Technologies LLC88,200$1.86M0.00%+1,600+1.8%Added
Emerald Mutual Fund Advisers Trust88,145$1.86M0.06%00.0%Unchanged
Invesco Ltd.82,613$1.75M0.00%+3,791+4.8%Added
Premier Fund Managers Ltd74,200$1.60M0.05%00.0%Unchanged
Sippican Capital Advisors75,206$1.59M1.38%+150+0.2%Added
Two Sigma Advisers, LP75,100$1.59M0.00%−17,100−18.5%Reduced
Prelude Capital Management, LLC67,844$1.44M0.08%+67,844New
Skylands Capital, LLC67,091$1.42M0.18%+67,091New
Two Sigma Investments, LP65,334$1.38M0.00%−15,165−18.8%Reduced
American Century Companies Inc63,879$1.35M0.00%+8,147+14.6%Added
Swiss National Bank61,938$1.31M0.00%00.0%Unchanged
Carroll Financial Associates, Inc.59,550$1.26M0.07%+57,950+3,621.9%Added
Raymond James & Associates56,533$1.20M0.00%+3,611+6.8%Added
First Trust Advisors LP53,936$1.14M0.00%+36,741+213.7%Added
Cornercap Investment Counsel Inc52,769$1.12M0.13%+52,769New
Parametric Portfolio Associates LLC52,117$1.10M0.00%−257−0.5%Reduced
Pacific Ridge Capital Partners, LLC48,860$1.03M0.19%+1,900+4.0%Added
Norges Bank47,900$1.01M0.00%+47,900New
Perritt Capital Management Inc45,900$971.0K0.53%00.0%Unchanged
Barclays PLC45,491$962.0K0.00%+12,582+38.2%Added
Millennium Management LLC44,013$931.0K0.00%−6,452−12.8%Reduced
Rhumbline Advisers41,765$883.0K0.00%+940+2.3%Added
JPMorgan Chase & Co41,682$881.0K0.00%−1,936−4.4%Reduced
Algert Global LLC41,065$869.0K0.12%+12,880+45.7%Added
California State Teachers Retirement System39,223$830.0K0.00%−583−1.5%Reduced
RMB Capital Management, LLC36,415$770.0K0.03%00.0%Unchanged
Acadian Asset Management LLC35,053$741.0K0.00%−14,330−29.0%Reduced
Ameriprise Financial Inc35,019$740.0K0.00%+5,000+16.7%Added
Schneider Downs Wealth Management Advisors, LP34,390$727.0K0.19%00.0%Unchanged
Ancora Advisors, LLC34,253$724.0K0.02%00.0%Unchanged
Commonwealth Equity Services, LLC32,961$697.0K0.00%+14,478+78.3%Added
Morgan Stanley32,922$696.0K0.00%−17,238−34.4%Reduced
Prudential Financial Inc34,199$663.0K0.00%−10,924−24.2%Reduced
Mesirow Financial Investment Management, Inc.28,212$597.0K1.76%−823−2.8%Reduced
Los Angeles Capital Management LLC27,905$590.0K0.00%−2,730−8.9%Reduced
UBS Asset Management Americas Inc27,341$578.3K0.00%00.0%Unchanged
Stratos Wealth Partners, LTD.24,483$518.0K0.01%−502−2.0%Reduced
LPL Financial LLC23,197$491.0K0.00%+2,530+12.2%Added
Staley Capital Advisers Inc21,950$464.0K0.02%+21,950New
New York State Common Retirement Fund21,429$453.0K0.00%−2,600−10.8%Reduced
Engineers Gate Manager LP21,392$452.0K0.03%−244−1.1%Reduced
Credit Suisse AG20,904$443.0K0.00%+4,771+29.6%Added
Wells Fargo & Company20,869$441.0K0.00%+8,765+72.4%Added
Oxbow Advisors, LLC19,688$416.0K0.04%00.0%Unchanged
SG Americas Securities, LLC19,251$407.0K0.00%+19,251New
Russell Investments Group, Ltd.19,096$403.0K0.00%−5,427−22.1%Reduced
Winton Group Ltd18,871$399.0K0.02%−1,987−9.5%Reduced
ExodusPoint Capital Management, LP18,808$398.0K0.01%+6,751+56.0%Added
Veritable, L.P.18,334$388.0K0.01%00.0%Unchanged
First Eagle Investment Management, LLC17,692$374.0K0.00%+15,300+639.6%Added
Manufacturers Life Insurance Company, The16,829$356.0K0.00%−884−5.0%Reduced
TownSquare Capital, LLC16,811$356.0K0.01%+16,811New
Janney Montgomery Scott LLC16,000$338.0K0.00%00.0%Unchanged
NJ State Employees Deferred Compensation Plan16,000$338.0K0.05%00.0%Unchanged
American International Group, Inc.15,840$335.0K0.00%−376−2.3%Reduced
Boenning & Scattergood, Inc.15,000$317.0K0.06%00.0%Unchanged
HRT Financial LP14,565$308.0K0.00%+14,565New
Franklin Resources Inc14,513$307.0K0.00%00.0%Unchanged
UBS Group AG13,886$293.0K0.00%−6,560−32.1%Reduced
SEI Investments Co12,241$262.0K0.00%+142+1.2%Added
M&T Bank Corp11,969$252.0K0.00%−78−0.6%Reduced
AQR Capital Management LLC11,662$247.0K0.00%−27,680−70.4%Reduced