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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
Q3 		– Sell
-8
Closed – – 1696
2026
Q2 		$0 Hold
8
– – ﹤0.01% 1730
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

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Quadrant Private Wealth Management
Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Avion Wealth's TCBI Position: Q3 2026 in Review

Avion Wealth sold out of Texas Capital Bancshares (TCBI) in Q3 2026, closing a stake of 8 shares.

Avion Wealth first reported a position in TCBI in Q2 2025 and held it in 5 quarters. The position peaked at $0 in Q2 2026. 95 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

  • Avion Wealth reported no remaining Texas Capital Bancshares position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 8 Texas Capital Bancshares shares in Q3 2026.
  • Avion Wealth first reported a position in Texas Capital Bancshares in Q2 2025 and held it in 5 quarters.
  • Avion Wealth's Texas Capital Bancshares position peaked at $0 in Q2 2026.
  • 95 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.