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Allworth Financial’s Texas Capital Bancshares TCBI Stock Holding History

Allworth Financial’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
Q2 		$136K Buy
1,320
+243
+23% +$24.4K ﹤0.01% 1745
2026
Q1 		$102K Buy
1,077
+153
+17% +$14.9K ﹤0.01% 1825
2025
Q4 		$83.7K Buy
924
+278
+43% +$24.4K ﹤0.01% 1861
2025
Q3 		$54.6K Buy
646
+427
+195% +$36.5K ﹤0.01% 2041
2025
Q2 		$17.4K Buy
219
+195
+813% +$14K ﹤0.01% 2606
2025
Q1 		$1.64K Buy
24
+10
+71% +$777 ﹤0.01% 3280
2024
Q4 		$1.13K Sell
14
-27
-66% -$2.19K ﹤0.01% 3358
2024
Q3 		$2.93K Buy
41
+4
+11% +$262 ﹤0.01% 2791
2024
Q2 		$2.44K Sell
37
-3
-8% -$177 ﹤0.01% 2836
2024
Q1 		$2.46K Sell
40
-18
-31% -$1.09K ﹤0.01% 2735
2023
Q4 		$3.75K Buy
58
+20
+53% +$1.15K ﹤0.01% 2391
2023
Q3 		$2.24K Buy
+38
New +$2.3K ﹤0.01% 2488
2022
Q4 		– Sell
-2
Closed – – 3189
2022
Q3 		$0 Sell
2
-1
-33% -$59 ﹤0.01% 3095
2022
Q2 		$0 Hold
3
– – ﹤0.01% 2803
2022
Q1 		$0 Buy
+3
New +$192 ﹤0.01% 2375

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allworth Financial's TCBI Position: Q2 2026 in Review

Allworth Financial increased its Texas Capital Bancshares (TCBI) stake by 23% in Q2 2026, buying an estimated $24.4K and bringing the position to 1,320 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Allworth Financial first reported a position in TCBI in Q1 2022 and has held it in 15 quarters since. 373 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Allworth Financial held 1,320 shares of Texas Capital Bancshares worth $136K as of Q2 2026.
  • Allworth Financial bought 243 Texas Capital Bancshares shares in Q2 2026, an estimated $24.4K.
  • Texas Capital Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1745 holding.
  • Allworth Financial first reported a position in Texas Capital Bancshares in Q1 2022 and has held it in 15 quarters since.
  • 373 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.