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Atria Investments’s Texas Capital Bancshares TCBI Stock Holding History

Atria Investments’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
Q1 		$206K Sell
2,167
-405
-16% -$39.5K ﹤0.01% 1963
2025
Q4 		$233K Buy
2,572
+97
+4% +$8.52K ﹤0.01% 1893
2025
Q3 		$209K Buy
+2,475
New +$211K ﹤0.01% 1927

Other funds holding TCBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Atria Investments's TCBI Position: Q1 2026 in Review

Atria Investments reduced its Texas Capital Bancshares (TCBI) stake by 16% in Q1 2026, selling an estimated $39.5K and leaving 2,167 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Atria Investments first reported a position in TCBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $233K in Q4 2025. 338 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

  • Atria Investments held 2,167 shares of Texas Capital Bancshares worth $206K as of Q1 2026.
  • Atria Investments sold 405 Texas Capital Bancshares shares in Q1 2026, an estimated $39.5K.
  • Texas Capital Bancshares made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1963 holding.
  • Atria Investments first reported a position in Texas Capital Bancshares in Q3 2025 and has held it in 3 quarters since.
  • Atria Investments's Texas Capital Bancshares position peaked at $233K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.