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Avion Wealth’s Texas Capital Bancshares TCBI Stock Holding History

Avion Wealth’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 		$0 Hold
8
– – ﹤0.01% 1590
2025
Q4 		$0 Hold
8
– – ﹤0.01% 1576
2025
Q3 		$0 Hold
8
– – ﹤0.01% 1540
2025
Q2 		$0 Buy
+8
New +$573 ﹤0.01% 1594

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

Avion Wealth's TCBI Position: Q1 2026 in Review

Avion Wealth held its Texas Capital Bancshares (TCBI) position steady in Q1 2026 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Avion Wealth first reported a position in TCBI in Q2 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

  • Avion Wealth held 8 shares of Texas Capital Bancshares worth $0 as of Q1 2026.
  • Avion Wealth left its Texas Capital Bancshares share count unchanged in Q1 2026.
  • Texas Capital Bancshares made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1590 holding.
  • Avion Wealth first reported a position in Texas Capital Bancshares in Q2 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.