Avion Wealth’s Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share TXCP Stock Holding History

Avion Wealth’s Portfolio TXCP Stock Details TXCP 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

Other funds holding TXCP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Avion Wealth's TXCP Position: Q3 2026 in Review

Avion Wealth sold out of Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share (TXCP) in Q3 2026, closing a stake of 8 shares.

Avion Wealth first reported a position in TXCP in Q2 2025 and held it in 5 quarters. The position peaked at $0 in Q2 2026. 172 funds tracked by Wall St. Rank hold TXCP as of Q3 2026.

Avion Wealth reported no remaining Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 8 Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share shares in Q3 2026.
Avion Wealth first reported a position in Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share in Q2 2025 and held it in 5 quarters.
Avion Wealth's Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share position peaked at $0 in Q2 2026.
172 funds tracked by Wall St. Rank held Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share as of Q3 2026.

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