SFL
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Scheeler Financial LLC’s Texas Capital Bancshares TCBI Stock Holding History

Scheeler Financial LLC’s Portfolio TCBI Stock Details TCBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$222K Buy
+2,389
New +$237K 0.17% 66

Other funds holding TCBI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Scheeler Financial LLC's TCBI Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Texas Capital Bancshares (TCBI) in Q3 2026: 2,389 shares worth $222K. The stake represents 0.17% of the portfolio and ranks #66 among its holdings.

15 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

  • Scheeler Financial LLC held 2,389 shares of Texas Capital Bancshares worth $222K as of Q3 2026.
  • Texas Capital Bancshares was a new Scheeler Financial LLC position in Q3 2026.
  • Texas Capital Bancshares made up 0.17% of Scheeler Financial LLC's portfolio in Q3 2026, its #66 holding.
  • 15 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.