AP
TCBI icon

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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Atwood & Palmer's TCBI Position: Q2 2026 in Review

Atwood & Palmer held its Texas Capital Bancshares (TCBI) position steady in Q2 2026 at 800 shares worth $82.6K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Atwood & Palmer first reported a position in TCBI in Q3 2023 and has held it in 12 quarters since. 133 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Atwood & Palmer held 800 shares of Texas Capital Bancshares worth $82.6K as of Q2 2026.
  • Atwood & Palmer left its Texas Capital Bancshares share count unchanged in Q2 2026.
  • Texas Capital Bancshares made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #212 holding.
  • Atwood & Palmer first reported a position in Texas Capital Bancshares in Q3 2023 and has held it in 12 quarters since.
  • 133 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.