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Atwood & Palmer’s Texas Capital Bancshares TCBI Stock Holding History

Atwood & Palmer’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 		$74.4K Hold
800
– – ﹤0.01% 232
2026
Q2 		$82.6K Hold
800
– – ﹤0.01% 212
2026
Q1 		$75.9K Hold
800
– – ﹤0.01% 218
2025
Q4 		$72.4K Hold
800
– – ﹤0.01% 213
2025
Q3 		$67.6K Hold
800
– – ﹤0.01% 220
2025
Q2 		$63.5K Hold
800
– – ﹤0.01% 226
2025
Q1 		$59.8K Hold
800
– – ﹤0.01% 213
2024
Q4 		$62.6K Hold
800
– – ﹤0.01% 208
2024
Q3 		$57.2K Hold
800
– – ﹤0.01% 215
2024
Q2 		$48.9K Hold
800
– – ﹤0.01% 226
2024
Q1 		$49.2K Hold
800
– – ﹤0.01% 211
2023
Q4 		$51.7K Hold
800
– – ﹤0.01% 217
2023
Q3 		$47.1K Buy
+800
New +$48.4K ﹤0.01% 214

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
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Atwood & Palmer's TCBI Position: Q3 2026 in Review

Atwood & Palmer held its Texas Capital Bancshares (TCBI) position steady in Q3 2026 at 800 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Atwood & Palmer first reported a position in TCBI in Q3 2023 and has held it in 13 quarters since. The position peaked at $82.6K in Q2 2026. 15 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

  • Atwood & Palmer held 800 shares of Texas Capital Bancshares worth $74.4K as of Q3 2026.
  • Atwood & Palmer left its Texas Capital Bancshares share count unchanged in Q3 2026.
  • Texas Capital Bancshares made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #232 holding.
  • Atwood & Palmer first reported a position in Texas Capital Bancshares in Q3 2023 and has held it in 13 quarters since.
  • Atwood & Palmer's Texas Capital Bancshares position peaked at $82.6K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.