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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
Q2 		$304K Buy
2,941
+774
+36% +$77.6K ﹤0.01% 1844
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 $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 $3.38T AUM 44.17% 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

Atria Investments's TCBI Position: Q2 2026 in Review

Atria Investments increased its Texas Capital Bancshares (TCBI) stake by 36% in Q2 2026, buying an estimated $77.6K and bringing the position to 2,941 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Atria Investments first reported a position in TCBI in Q3 2025 and has held it in 4 quarters since. 375 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Atria Investments held 2,941 shares of Texas Capital Bancshares worth $304K as of Q2 2026.
  • Atria Investments bought 774 Texas Capital Bancshares shares in Q2 2026, an estimated $77.6K.
  • Texas Capital Bancshares made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1844 holding.
  • Atria Investments first reported a position in Texas Capital Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 375 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.